Role & responsibilities
Acquire and manage clients across Retail, HNI, and Corporate segments for Wealth Products, Corporate Fixed Deposits, Mutual Funds, and Insurance.
Generate current business through direct client acquisition, referrals, networking, and internal business leads.
Build and maintain solid relationships with clients to understand their financial needs and recommend suitable investment products.
Coordinate with internal teams across Mutual Funds, and Branch Banking to identify and develop cross-selling opportunities.
Conduct product presentations and awareness sessions for clients and internal stakeholders.
Maintain up-to-date knowledge of market trends, investment products, product returns, and offerings from various AMCs, insurers, and NBFCs.
Handle the complete client lifecycle, including client onboarding, documentation, transaction processing, renewals, redemptions, and post-sales service.
Track business performance, client portfolios, product comparisons, and ROI through regular reports and MIS.

📌 Wealth Manager New Delhi
🏢 ANDROMEDA
📍 New Delhi