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Wealth Relationship Manager

2.00 to 7.00 Years   Ahmedabad   14 Mar, 2024
JOBSTATION Hiring For NUVAMA(Edelweiss Wealth Management)
Job LocationAhmedabad
EducationNot Mentioned
SalaryRs 7 - 16 Lakh/Yr
IndustryNBFC ( Non Banking Financial Services )
Functional AreaSecurities TradingInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Wealth Relationship ManagerRoles and Responsibilities: Catering to the investment needs of clients by providing them research based advice inEquity, MF, Insurance, & Structured products offerings. Manage clients through client visits, suggest financial products to the clients and achievebusiness 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.

Keyskills :
relationship managementb2b salesportfolio managementmutual fundsb2c salessecuritieswealth managementhigh net worth individualsequity

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