Wealth Relationship Manager (Full Time)

Skywings Advisors Private Limited

Hi,

We are hiring for a leading wealth and asset management firm.

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 clients 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 Wealth Product Sales.

Any Graduate / Postgraduate with relevant Experience.

Good relationship management and service focus skills.

Good communication and presentation skills.

Investment Product knowledge is mandatory.

• Experience

  4 - 10 Years

• No. of Openings

  20

• Education

  Any Bachelor Degree

• 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