Wealth Relationship Manager

Skywings Advisors Private Limited

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 clients 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

  Any Bachelor Degree, Post Graduate Diploma, M.B.A/PGDM

• 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