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Wealth Relationship Manager

2.00 to 7.00 Years   Delhi   13 Feb, 2024
Job LocationDelhi
EducationNot Mentioned
SalaryRs 10 - 14 Lakh/Yr
IndustryNBFC ( Non Banking Financial Services )
Functional AreaInvestment Banking / M&AEquity Research
EmploymentTypeFull-time

Job Description

    Job Description- Wealth Relationship Manager Role - Wealth Relationship ManagerWho Should Apply If you are a Sales / Client Relationship Manager from any industry who wants to start and grow their career in the wealth management space.Roles and ResponsibilitiesCatering 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 clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & retail Customers.Required Profile Should have at least 2 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

Keyskills :
equity salesclient acquisitioninvestment advisorymutual funds saleswealth management services

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