Location: Multiple Locations (Pan-India)
Experience Required: Minimum 7 years
Salary: As per industry standards
Job Overview
We are looking for an experienced Relationship Manager - Wealth to manage and grow relationships with HNI, UHNI, and corporate clients. The role involves financial planning, portfolio management, and offering customized wealth solutions.
Key Responsibilities
Provide end-to-end financial planning for HNI and corporate clients.
Assess client risk profiles and suggest suitable investment products.
Promote and sell financial products such as Mutual Funds, Bonds, PMS, Structured Products, and Loans.
Build and maintain long-term client relationships.
Stay updated on market trends and competitor offerings.
Requirements
At least 7 years of experience in wealth management or financial advisory.
Strong understanding of financial products and capital markets.
Excellent communication, relationship-building, and negotiation skills.
Job Type: Full-time
Pay: ?1,500,000.00 - ?5,000,000.00 per year
Benefits:
Flexible schedule
Health insurance
Internet reimbursement
Leave encashment
Life insurance
Paid sick time
Provident Fund
Experience:
Wealth management: 7 years (Required)
Location:
Mumbai, Maharashtra (Required)
Work Location: In person
Beware of fraud agents! do not pay money to get a job
MNCJobsIndia.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.