Posted By

K V Sravani

Associate Consultant at TOTL RPO Solutions LLP

Last Login: 05 June 2024

Job Views:  
182
Applications:  34
Recruiter Actions:  33

Job Code

1258900

Wealth Relationship Manager - Banking

3 - 10 Years.Mumbai
Posted 1 year ago
Posted 1 year ago

Roles and Responsibilities :

- Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings

- Manage clients through client visits, suggest financial products to the clients and achieve business target.

- Responsible for product penetration and increasing client's wallet share.

- Identifying prospective clients & acquiring new clients.

- Candidate should have experience of managing / acquiring wealth & retail Customers.

Required Profile :

- Should have at least 3-9 Years of experience handling sales profile

- Any Graduate / Post Graduate with relevant Experience

- Good relationship management and service focus skills

- Good communication and presentation skills

- Stock Market knowledge is mandatory

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Posted By

K V Sravani

Associate Consultant at TOTL RPO Solutions LLP

Last Login: 05 June 2024

Job Views:  
182
Applications:  34
Recruiter Actions:  33

Job Code

1258900

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