Please find the job description for Wealth RM.

Hiring: Manager Affluent Client Relations | Wealth Channel

Vidyavihar ||

We are looking for experienced professionals to manage and grow relationships with affluent clients and drive wealth business.

Engage high-value clients and deliver tailored wealth solutions (Investments, Insurance, PMS/AIF)
Drive AUM growth & revenue through cross-selling
Collaborate with branch teams for business expansion
Ensure excellent client servicing & compliance
Stay updated on market trends & investment opportunities

Requirements:

2-7 years' experience in Wealth/Investment Advisory
Solid knowledge of financial markets & wealth products
Excellent communication & client relationship skills
Sales-driven with strong customer focus

Prepare: About our company, Stock Market, BSE, NSE, Equity Market, Trading A/C ,DE- mat A/C

NOTE: Please mentioned CRC Saloni Vishwakarma on Top of your resume while coming for an interview

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