Urgent Opening For Relationship Manager

Bwise Solutions

Role and responsibilities ;-

The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.

Key Deliverables

1. to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products

2. Meet the required AUM, investor acquisition and AUM targets for given area.

3. Ensure the timely delivery of customized wealth advise to HNI customers

4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives

5. Joint calls with branch team

Role Requirements

o Educational Qualifications: Post Graduation

o Experience: 1+ Years in sales/wealth management of handling the HNI clients.

o Preferred industry back ground: Wealth Management, Banking, Investment Counselling

o Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products

• Experience

  2 - 8 Years

• No. of Openings

  2

• Education

  Post Graduate Diploma

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office