Wealth Relationship Manager

Updated: April 23, 2024 02:12 PM GMT

SRV Headhunt Private Limited

Ludhiana, Punjab

• 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. •
• * The candidate should have experience managing and 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: • biannual appraisal program. • Growth in fixed CTC twice a year with attractive quarterly incentives. More Detail