Wealth Relationship Manager

Wealth Relationship Manager

25 Oct
|
Skywings Advisors Private
|
Tiruchirappalli

25 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

30+ days ago

▶️ Wealth Relationship Manager
🖊️ Skywings Advisors Private
📍 Tiruchirappalli

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