Wealth Relationship Manager / Wealth RM B2B - Maharashtra
7 Nos.
96494
Full Time
2.0 Year(s) To 12.0 Year(s)
8.00 LPA TO 15.00 LPA
Sales / BD
Banking/Financial Services
Job Description:
Roles and Responsibilities:
- Acquire & Soure Franchise & generate revenue
- 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.
Key Skills :
- Wealth Manager
- Hni Acquisition
- Portfolio
- Portfolio Management
- Mf
- Bonds
- Fd
- Fixed Deposits
- Mutual Fund
- Investments
- Sip
- Partners
- Pms
- Aif
- Ifa
- B2b Sales
- Ifa Network
- Independent Financial Advisors
- Mfd
- Wealth Partners
- Wealth Advisors
- Financial Advisors
- Sub-brokers
- Aum
- Fixed Income
- Equities
- Financial Products
- Wealth Products
- Investment Products
- Alternative Investments
- Derivatives
- Government Securities
- Insurance
- B2b Distribution
- Mutual Fund Distributors
- Wealth Relationship Manager
- Business Development Manager
- Institutional Sales
- Client Acquisition
- Partner Acquisition
Company Profile
A leading India-based organization headquartered in Mumbai, recognized for delivering premium investment and advisory solutions to HNI, Ultra-HNI, and institutional clients. The company has a strong presence across --- advisory, capital markets, and investment banking domains. Known for its research-driven strategies, innovation, and customer-centric approach, the organization has established a trusted reputation in the investment industry. With a dynamic work culture and strong focus on professional growth, it continues to create long-term value for both clients and employees.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.