Relationship Manager-Wealth - Dhanbad

Updated: March 13, 2024 06:33 AM GMT

MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED

Dhanbad, Jharkhand

One of Indias leading wealth and asset management firms with Assets under Advisory (AUA) of over 2, 00,000 cr. is hiring for 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 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.

Perks & Benefits

Bi-annual appraisal program.

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