Wealth RM_Mumbai
8 Nos.
65903
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:
- 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 :
- Hni Acquisition
- Portfolio Management
- Fd
- Mutual Fund
- Wealth Management
- B2c Sales
- Hni Client Handling
- Investment Advisory
- Relationship Management
- Financial Planning
- Mutual Funds
- Pms
- Aif
- Bonds
- Insurance Sales
- Equity Products
- Cross Selling
- Client Acquisition
- Revenue Generation
- Client Servicing
- Financial Products
- Investment Products
- Casa
- Banking Sales
- Broking Sales
- Lead Generation
- Customer Relationship Management
- Uhni Clients
- Business Development
- Sip
- Asset Allocation
- Market Analysis
- Client Retention
- Target Achievement
- Financial Advisory
- Capital Markets
- Wealth Solutions
- Portfolio Advisory
- Wealth Manager
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.