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Wealth Relationship Manager @ Jobstation. Hiring

Home > Investment Banking / M&ASecurities Trading

 Wealth Relationship Manager

Job Description

Dear candidate, We are having an urgent requirement for the profile of Wealth Relationship Manager

 

Roles and Responsibilities:

  • Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance,  Structured products offerings.
  • Portfolio Management of prime customers through client visits
  • Responsible for product penetration and increasing clients wallet share.
  • Identifying prospective clients & acquiring new clients.
  • Candidates should have experience of managing / acquiring wealth & HNI Customers.


Required Profile:

  • Relevant Experience in handling Wealth Product Sales.
  • Any Graduate / Post Graduate with relevant Experience.
  • Good relationship management and service focus skills.
  • Good communication and presentation skills. Investment Product knowledge is mandatory.
  • It will be an individual role.


Perks & Benefits:
Bi-annual appraisal program.
Growth in fixed CTC twice in a year with attractive quarterly incentives.
Compensation and Incentives: Structure is such that one can earn 3x of CTC
Good hike on your current CTC. (Depends on your current CTC and experience)

Interested Candidates Can Call or share Resume on hidden_mobile or hidden_email

Employement Category:

Employement Type: Full time
Industry: BFSI
Role Category: Investment Banking / M&ASecurities Trading
Functional Area: Not Applicable
Role/Responsibilies: Wealth Relationship Manager

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Keyskills:   portfolio management hni acquisition hni sales

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