Wealth Relationship Manager

Wealth Relationship Manager

18 Oct
|
Skywings Advisors Private
|
Tiruchirappalli

18 Oct

Skywings Advisors Private

Tiruchirappalli

1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.2. Manage clients through client visits, suggest financial products to the clients and achieve business target.3. Responsible for product penetration and increasing clients wallet share.4. Identifying prospective clients & acquiring new clients.5. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile6. Should have at least 4 Years of experience handling Wealth Product Sales.Required candidature:1. Any Graduate / Postgraduate with relevant Experience.2. Good relationship management and service focus skills.3. Good communication and presentation skills.4.





Investment Product knowledge is mandatory.Perks & Benefits:Bi-annual appraisal program.Growth in fixed CTC twice in a year with attractive quarterly incentives.
- Experience4 - 5 Years
- No. of Openings5
- EducationAny Bachelor Degree, Any Master Degree
- RoleWealth Relationship Manager
- Industry TypeBanking / Financial Services / Stock Broking
- Gender( Male / Female )
- Job CountryIndia
- Job TypeWork from Office

▶️ Wealth Relationship Manager
🖊️ Skywings Advisors Private
📍 Tiruchirappalli

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Wealth Relationship Manager

Wealth Relationship Manager

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Wealth Relationship Manager

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1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.2. Manage clients through client visits, suggest financial products to the clients and achieve business targe [...]
Tiruchirappalli
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    Tiruchirappalli
    18 Oct

Wealth Relationship Manager

Wealth Relationship Manager

1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.2. Manage clients through client visits, suggest financial products to the clients and achieve business targe [...]
Tiruchirappalli
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