Wealth Relationship Manager_Mumbai

WRM_Nuvama_Mumbai

50 Nos.
65903
Full Time
2.0 Year(s) To 12.0 Year(s)
5.00 LPA TO 15.00 LPA
BFSI, Investments & Trading
Banking/Financial Services
Job Description:

Roles and Responsibilities:

  • Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.  
  • Manage clients through client visits, suggest financial products to the clients and achieve business targets.  
  • Responsible for product penetration and increasing client’s wallet share.  Identifying prospective clients & acquiring new clients.  
  • Candidates should have experience of managing / acquiring wealth & HNI Customers. 

 

Required Profile:  

  • Should have at least 4 Years of experience handling Wealth Product Sales.  
  • Any Graduate / Post Graduate with relevant Experience. 
  •  Good relationship management and service focus skills.  
  • Good communication and presentation skills.  Investment Product knowledge is mandatory. 
Company Profile

--- --- and Investment Limited (Formerly Edelweiss Broking Limited) is a part of India’s largest --- --- platforms, servicing over 2,400 of India’s ---iest families as well as ~670,000 affluent and high net-worth individuals. This presently includes Investment ---, Mutual Fund Distribution, Research Analysis, Stock Broking, Clearing and Custody business, Portfolio --- business, Depository participant, Debt Syndication; Securities trading and advisory. The business is spread across India and abroad in countries like Singapore, Hong Kong, USA and UK.

Apply Now

  • Interested candidates are requested to apply for this job.
  • Recruiters will evaluate your candidature and will get in touch with you.

Similar Jobs

SRM-Large Corporate- Mumbai
Client Handling,large corporate,working capital,wholesale banking
Manager - Finance and Account - Mumbai
Corporate Finance,Financial Reporting
Exciting Opportunity: Design Head for– Bespoke Lighting Designing Studio
Design Head,design and execution,architecture,lighting
Accounts Executive for Stock Broking at Mumbai
fund paying,payout process,BSE CASH, NSE CASH, NSE,banking,finance process,Journal Voucher, Contra Voucher, Bank Receipt,bank payment,TDS payment,Internal audit,Bill processing
Relationship Manager for Stock Broking for Mumbai, Pune, Indore
Client Relationship,sales,Business Development,Advisory,Financial Planning,Compliance,Risk Management