Relationship Wealth Manager

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
  
• Identify new business opportunities through outbound sales calls, cold calling, and networking events.
  
• Cross-sell and upsell various investment products such as mutual funds, equity, ULIPs, demat accounts, life insurance policies, etc. to increase revenue growth.
  
• Meet monthly targets for sales performance metrics like number of leads generated, conversion rates, average deal size etc.
  
• Provide exceptional customer service by resolving client queries promptly and ensuring high levels of satisfaction.
  

Desired Candidate Profile

• 0-3 years of experience in wealth management or related field (insurance industry).
  
• Strong understanding of cross selling techniques for multiple product lines including mutual funds, equity, life insurance etc.
  
• Excellent communication skills with ability to build rapport with high net worth individuals (HNIs) over phone calls.
  
• Ability to work independently with minimal supervision while meeting tight deadlines under pressure situations.

Preferred

• We are open to consider candidates from the wealth management, equity management, mutual funds, ULIP plans and investment plans background.

• Any internship or work experience related to above products would be preferred.