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Wealth Relationship Manager

10.00 to 18.00 Years Chennai,Mumbai City 16 Mar, 2025

BRIGHT IT GLOBAL SOLUTIONS PRIVATE LIMITED Hiring For Bright IT

Job Location	Chennai,Mumbai City
Education	Not Mentioned
Salary	Rs 9 - 16 Lakh/Yr
Industry	Banking
Functional Area	Investment Banking / M&A
EmploymentType	Full-time

Job Description

ROLE DESIGNATION: Wealth Relationship ManagerDepartment: Wealth ManagementFunction: SalesReporting to: Cluster HeadLocation: Mumbai, ChennaiJob PurposeResponsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.Key Deliverables1)CriticalAnalyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario.2)RoutineAnalyse client portfolios and make necessary suggestions. Recommend financial products. Responsible for identifying customer needs and assessing their risk appetiteProvide regular updates to the immediate superior as and when requiredCreate and enforce plans that will help meet the needs of the customer.Role RequirementsEducational Qualifications: Graduation / Post Graduation in any disciplineExperience: 8 Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platformIT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)

Keyskills :
preferred bankingwealth management serviceshni salesbanking saleswealth managementhni client handling

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