Wealth Relationship Manager - HNI
Posted on :
12-05-2024
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1 Vacancy
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Job Description
Job Role:
Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in financial markets and wealth management.
Responsibilities :
- Establishing and maintaining powerful relationships with clients and generating business and references to meet the sales targets.
- Responsible for selling of various financial products such as mutual funds life & health insurance and other structured wealth and financial products.
- Managing and reviewing portfolios of existing clients with focus on client servicing and ethical advisory along with premium client acquisition.
- Providing consultancy regarding Financial Planning including Retirement Planning Tax Planning and Goal based Investing etc.
Requirements
Job Requirements
- Qualifications MBA/ PGDM or relevant degree.
- Experience of 5 years of more out of which Min 3 years relevant experience in Banking and Wealth domain.
Functional Competencies
- Acumen towards understanding of client needs study requirements and provide adequate and prompt solutions.
- Should have a good knowledge Experience and understanding of equity and debt market and wealth products.
Benefits
Wealth, Cross sell, HNI Acquisition, Banking sales, Wealth Management, Portfolio management
Employment Type
Full Time
Company Industry
Key Skills
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