Wealth Relationship Manager_Mumbai

Franchise TL_Mumbai

50 Nos.
96537
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:

  • 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. 
Company Profile

--- --- Financial Services Limited is an Indian financial services company offering a range of financial products and services. The company was founded by --- --- and Raamdeo Agrawal in 1987. The company is listed on BSE and NSE stock exchanges.

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

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