Wealth channel- Relationship Manager

Job Description

We are looking for an experienced and result-oriented Relationship Manager Wealth to manage and grow relationships with HNI and affluent clients. The candidate will be responsible for understanding client requirements and providing suitable insurance, investment and wealth management solutions while achieving business and AUM targets.Key Responsibilities
• Manage and strengthen relationships with HNI and affluent customers.
• Identify clients financial needs and recommend suitable wealth and insurance solutions.
• Generate business through cross-selling and up-selling.
• Achieve monthly and annual sales and AUM targets.
• Develop new business through referrals, networking and existing client relationships.
• Maintain long-term relationships and ensure high customer satisfaction.
• Conduct regular client meetings and provide effective after-sales service.
• Ensure compliance with company policies and regulatory guidelines.
Candidate Requirements
• Graduate/Postgraduate from a recognized university.
• 2 years of experience in Wealth Management, Insurance, Agency Channel.
• Strong sales and relationship-management skills.
• Excellent communication and interpersonal skills.
• Experience handling HNI/Affluent clients will be an advantage.
• Strong target-oriented approach.
• Candidates with an existing client portfolio/network will be preferred.
Salary & Benefits
• CTC: Up to 8 LPA
• Performance-based incentives
• Performance bonus
• Career growth opportunities
• Professional corporate work environment

Keyskills :
agency channelsales