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Wealth Relationship Manager

2.00 to 5.00 Years   Mumbai City   06 Sep, 2023
A2Tech
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 4.0 - 9 Lakh/Yr
IndustryInvestment Banking / Venture Capital / Private Equity
Functional AreaSecurities Trading
EmploymentTypeFull-time

Job Description

    Nuwama wealth & Investment ltd (Edlewiss)Position :Wealth Relationship ManagerRoles 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 businestarget.
    • Responsible for product penetration and increasing clients wallet share.
    • Identifying prospective clients & acquiring new clients.
    • Candidate should have experience of managing / acquiring wealth & retail Customers.
    Required Profile :- Should have at least 2-3 Years of experience handling sales profile- Any Graduate / Post Graduate with relevant Experience- Good relationship management and service focus skills- Good communication and presentation skills- Stock Market knowledge is mandatory

Keyskills :
equity derivativeswealth management

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