Posted By
Job Views:
218
218
Applications: 28
Recruiter Actions: 16
Posted in
Sales & Marketing
Job Code
1626304
Wealth Relationship Manager
Posted 1 month ago
Posted 1 month ago
5
4+ Reviews
HNI/ UHNI/ Wealth Relationship Manager - Mumbai/Pune
Description:
Job Description:
- Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
- Understand clients financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.
- Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
- Work closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions.
- Proactively identify new business opportunities through referrals, networking, and cross-selling.
- Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice.
- Ensure compliance with regulatory and internal risk management policies.
- Prepare and present periodic performance reports to clients.
- Achieve sales and revenue targets as set by the business.
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Posted By
Job Views:
218
218
Applications: 28
Recruiter Actions: 16
Posted in
Sales & Marketing
Job Code
1626304
