Wealth Relationship Manager - BFSI

Job Description - Wealth Relationship Manager

Roles and Responsibilities

- Catering to the investment needs of clients by providing them research-based advice in 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 & HNI Customers.

Required Profile:

- Should have at least 4 Years of experience handling Wealth Product Sales.

- Any Graduate / Postgraduate with relevant Experience.

- Good relationship management and service focus skills.

- Good communication and presentation skills.

- Investment Product knowledge is mandatory.

Perks & Benefits:

- Bi-annual appraisal program.

- Growth in fixed CTC twice in a year with attractive quarterly incentives