Wealth Relationship Manager

Skywings Advisors Private Limited

4 - 10 Years
20 Openings
7.0-18.0 Lac/Yr
Raipur Chhattisgarh
+9 Panaji/Panjim, Mysore, Trivandrum/Thiruvananthapuram, Bhubaneswar, Rourkela, Amritsar, Alwar, Udaipur, Tiruchirappalli/Trichy
Face-to-Face interview

Key Skills

Relationship Manager Wealth Management HNI Acquisition HNI Sales Insurance Sales Equity Sales Mutual Funds Sales Banking Sales Product Portfolio Management Walk in

Apply

Job Alert Similar Jobs Share

Job Description

Roles and Responsibilities:

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

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

3. Responsible for product penetration and increasing client’s wallet share.

4. Identifying prospective clients & acquiring new clients.

5. Candidate should have experience of managing / acquiring wealth & HNI Customers.

Required Profile

1. Should have at least 4 Years of experience handling Wealth Product Sales.

2. Any Graduate / Postgraduate with relevant Experience.

3. Good relationship management and service focus skills.

4. Good communication and presentation skills.

5. Investment Product knowledge is mandatory.

Perks & Benefits:

Bi-annual appraisal program.

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

Experience
4 - 10 Years
No. of Openings
20
Education
M.B.A/PGDM, Any Bachelor Degree, Post Graduate Diploma
Role
Relationship Manager Wealth
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office

About Skywings Advisors Private Limited

Skywings Advisors Private Limited is one of the leading companies based in New Delhi, Delhi operating in placement and recruitment industry. We are offering specialized services in all recruitment disciplines including Legal, Finance, IT, Sales & Marketing, Commercial, Health Care, automobile, Training & Education, Industrial & Warehouse & Construction, IT/Software, E-Commerce & Internet .rnrnWe strive to achieve the same level of understanding you have about your business. To Assuredjob.com that's paramount. But we also bring with us prodigious knowledge of recruitment practice and up to date assessment methods.