Relationship Manager Wealth (Full Time)

Podium Systems Private Limited

Job Description �� 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.

• Experience

  6 - 10 Years

• No. of Openings

  10

• Education

  B.A, B.B.A, B.C.A, B.Com, B.E, B.Sc

• Role

  Wealth 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