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Wealth Relationship Manager

3.00 to 8.00 Years   Nagpur   31 Dec, 2023
JOBSTATION
Job LocationNagpur
EducationNot Mentioned
SalaryRs 7 - 16 Lakh/Yr
IndustryBFSI
Functional AreaInvestment Banking / M&ASecurities Trading
EmploymentTypeFull-time

Job Description

    Dear candidate, We are having an urgent requirement for the profile of 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.
    • Portfolio Management of prime customers through client visits
    • Responsible for product penetration and increasing clients wallet share.
    • Identifying prospective clients & acquiring new clients.
    • Candidates should have experience of managing / acquiring wealth & HNI Customers.
    Required Profile:
    • Relevant Experience in 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.
    • It will be an individual role.
    Perks & Benefits: Bi-annual appraisal program. Growth in fixed CTC twice in a year with attractive quarterly incentives. Compensation and Incentives: Structure is such that one can earn 3x of CTCGood hike on your current CTC. (Depends on your current CTC and experience)Interested Candidates Can Call or share Resume on hidden_mobile or hidden_email

Keyskills :
portfolio managementhni acquisition

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