Experience
2 - 7 yrs
Salary (CTC)
₹3L - ₹10L
Job Location
Mumbai, India
Vacancy
5
Designation
Relationship Manager Wealth Management
Job Type
ONSITE
Job Description
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' relationships, identifying their financial goals and providing tailored investment solutions.
- Develop and maintain strong relationships with existing HNIs to increase cross-selling opportunities for third-party products such as life insurance, mutual funds, TPPs etc.
- Identify new business development opportunities through networking, referrals, and market research to expand the client base.
- Monitor portfolio performance regularly and provide regular updates to clients on their investments.
Job Requirements :
- 2-7 years of experience in HNI sales or related field like BFSI industry.
- Strong understanding of cross-selling techniques for third-party products like life insurance, mutual funds sales etc.
- Excellent communication skills for effective client acquisition and retention.
- Ability to analyze complex financial data using NISM certification.
No Referrers Available
There are currently no referrers available for this job. You can still apply, will let you know once there is any referrer available.