Wealth Relationship Manager - Asset Management Firm

Position : Wealth Relationship Manager

Comapny : Asset Management Company

Reporting - Zonal Head - West

Products : Debt and Equity Both

Responsibilities:

- Handling already existing book of 400 to 500 crores and Increase AUM.

- Will be responsible for sourcing & deepening relationships from existing customer base of Asset Management Company clientele.

- Will be responsible for selling Equity based investment products to these set of

Wealth Management clientele.

- Should have effective servicing skills and should be excellent in conflict management.

- Will be responsible to develop business, maximize revenue generation & achieve sales targets.

- Will work in close coordination with the Wealth Team in Mumbai to ensure all clients acquired from the assigned area, trade actively.

- Responsible for servicing and generating references from the Wealth Management clientele.

Requirement

- Graduate / Post graduate with minimum 4 to 8 year of selling experience.

- Experience in handling HNI /Ultra HNI clientele preferred.

- Should have good communication & presentation skills.

- Should be a self-starter, proactive & target oriented.

- Should possess strong networking & relationship building skills.

- May have good existing client relationships in the market.