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Relationship Manager

3.00 to 8.00 Years   Pune,Aurangabad, Nagpur, Ahmednagar, Jaipur, Bhavnagar, Vadodara, Mysore, Hubli, Allahabad   12 Mar, 2025
Job LocationPune,Aurangabad, Nagpur, Ahmednagar, Jaipur, Bhavnagar, Vadodara, Mysore, Hubli, Allahabad
EducationNot Mentioned
SalaryRs 3.5 - 8 Lakh/Yr
IndustryInsurance
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    We are hiring a Wealth Manager to provide financial advice and investment solutions to clients. The ideal candidate will help clients grow and manage their wealth through tailored financial strategies.Key Responsibilities:
    • Identify and acquire high-net-worth clients.
    • Provide investment, insurance, and financial planning solutions.
    • Manage client portfolios and suggest suitable products.
    • Stay updated with market trends and financial products.
    • Ensure compliance with financial regulations.
    Qualifications & Skills:
    • Bachelors degree in Finance, Economics, or related field.
    • Experience in wealth management, financial advisory, or banking.
    • Strong knowledge of investment products and financial planning.
    • Excellent communication and relationship management skills.

Keyskills :
field salessalesagency channelinsurance salesbusiness development

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