Wealth Relationship Manager Nbfc (3 10 Yrs)

Year    Mumbai, Maharashtra - Delhi, India

Job Description


We are hiring for Wealth Manager for various location.

Position - Wealth Relationship Manager (NBFC)

Experience - Min. 3 Years

CTC - Hike on current CTC

Location - Delhi, Mumbai, Ahmedabad, Hyderabad, Cochin, Trivandrum, Gwalior, Alwar, Chandigarh, Amritsar.

Responsibilities :

- The candidate shall be responsible for the Promotion, Development

- Handling of Client Relationships related to Financial Planning and Wealth Management.

- Monitor and address HNI clients banking and Investment requirements

- Use financial acumen and investment expertise to review a client personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals

- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness Achievement of product-wise targets.

- Products- Stock, MF, Derivatives, commodities, currency, Insurance, etc.

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Job Detail

  • Job Id
    JD3162372
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Mumbai, Maharashtra - Delhi, India
  • Education
    Not mentioned
  • Experience
    Year