Moneylicious - Wealth Relationship Manager (4-6 Yrs)

Job Description - Wealth Relationship Manager
Roles and Responsibilities
- Catering to the investment needs of clients by providing them research-based advicein MF, Insurance, PMS & Structured Products offerings.
- Manage clients through client visits, suggest financial products to the clients and achievebusiness target.
- Responsible for product penetration and increasing client's wallet share.
- Identifying prospective clients & acquiring new clients.
- Candidate 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 / Postgraduate with relevant Experience.
- Good relationship management and service focus skills.
- Good communication and presentation skills.
- Investment Product knowledge is mandatory.
Perks & Benefits:
- Bi-annual appraisal program.
- Growth in fixed CTC twice in a year with attractive quarterly incentives