Key Responsibilities:

- Build and maintain solid relationships with high net worth clients through regular communication and meetings

- Understand clients' financial goals and risk appetite and provide them with customized investment solutions

- Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products

- Meet and exceed sales targets by acquiring new clients and increasing business from existing clients

- Keep up-to-date with market trends and changes in investment products and services

- Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience

- Ensure compliance with all regulatory and internal policies and procedures

Qualifications:

- Minimum 4-5 years of experience in wealth management or relationship management in the banking or financial services industry

- Bachelor's degree in finance, business, or related field

- Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage

Location - Chennai,Hyderbad,Bangalore,Vishakpatnam

Age - Max 33yrs

📌 RM First Wealth (Agra)
🏢 Dream Solution Indore
📍 Agra