HNI/ UHNI/ Wealth Relationship Manager
8 Nos.
118078
Full Time
7.0 Year(s) To 10.0 Year(s)
50.00 LPA TO 60.00 LPA
Sales / BD
Banking/Financial Services
MBA/MMS/MPM/PGDM - Finance
Job Description:
Looking for all 4 Metros cities (Mumbai, Delhi, Chennai, Kolkata), Ahmedabad, Chandigarh, Pune, Hyderabd
Job Description
- Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
- Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.
- Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
- Work closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions.
- Proactively identify new business opportunities through referrals, networking, and cross-selling.
- Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice.
- Ensure compliance with regulatory and internal risk management policies.
- Prepare and present periodic performance reports to clients.
- Achieve sales and revenue targets as set by the business.
Key Skills :
Company Profile
Leading --- --- --- --- --- Engaged in the business of distribution of third-party financial products or acts as a referral agent of third party financial products --- --- (--- Products).
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.