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Relationship Manager / Premier Wealth Manager


1 – 6 YearsHyderabad / Secunderabad, Gurgaon, Mumbai, Pune, Bengaluru/Bangalore, Delhi/NCR(National Capital Region), Navi Mumbai, Mumbai Suburbs
Job Description

Job Title: Premier Wealth Manager

Reporting to: – Team Leader-Premier

Key Responsibilities

Responsible for catering the investment needs of clients by providing them research based advises
Interfacing all queries of clients and understanding their investment needs
Taking care of portfolios of clients and providing them Investment solutions
Generating business from the existing accounts and achieving profitability and increased sales growth, identifying prospective business and establishing strategic partnership & alliances
Manage wealth & retail clients through client visits, provide financial investment advisory to the clients and achieve revenue target.
Advise clients on their product requirement to maximize their investments.
Develop new relations through referencing & other sources.
Provide Market feedback (new product, pricing, competitors activity etc).
Job Specification:-
Candidate should have experience of managing / acquiring wealth & retail Customers.
Graduate with 2+ years experience in mass affluent customers.
Preferred industry Banking / Broking.

Salary: Best in the industry
Industry: Banking / Financial Services / Broking
Functional Area: Sales, Retail, Business Development
Role Category: Client Relationship Manager
Role: Client Relationship Manager

Wealth ManagementInvestment AdvisoryBankingSalesFinanceRetailBusiness GenerationAlliancesBrokingProduct PricingRelationship ManagerRelationship managementRM

Desired Profile:
Education:UG -Any Graduate – Any Specialization
PG – Any Postgraduate – Any Specialization, Post Graduation Not Required
Doctorate – Any Doctorate – Any Specialization, Doctorate Not Required

Company Profile
A large stock broking organisation. Leaders in their field

Contact Details:

Recruiter Name:[email protected]
Telephone:Not Mentioned

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