One of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over 2, 00,000 cr. is hiring for Wealth Relationship Manager

Roles and Responsibilities

• Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.

• Manage clients through client visits, suggest financial products to the clients and achieve business target.

• Responsible for product penetration and increasing client’s 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 HNI Sales.

• Any Graduate / Postgraduate with relevant Experience.

• Good relationship management and service focus skills.

• Good communication and presentation skills.

Perks & Benefits:

• Bi-annual appraisal program.

• Growth in fixed CTC twice in a year with attractive quarterly incentives.