Wealth Relationship Manager @ Jobstation. Hiring

Job Description

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.
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 & HNI Customers.

Required Profile:
Should have at least 4 Years of experience 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.

Perks & Benefits:
Bi-annual appraisal program.
Growth in fixed CTC twice in a year with attractive quarterly incentives.

Age limit :38 years.

 

Employement Category:

Employement Type: Full time
Industry: NBFC ( Non Banking Financial Services )
Role Category: Securities TradingInvestment Banking / M&A
Functional Area: Not Applicable
Role/Responsibilies: Wealth Relationship Manager

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Keyskills:   relationship management b2b sales portfolio management mutual funds b2c sales securities wealth management high net worth individuals equity investment banking