Greetings From "APEX SERVICES"

Role- Wealth Relationship Manager

CTC- upto-7 LPA + incentive + Other benefit

Roles & Responsibilities:

1. Work closely with the branch team to reach out to high priority and

affluent clients.

2. Understand client needs and offer comprehensive wealth

management solutions, including investments, insurance,

PMS/AIF and structured products.

3. Achieve AUM and revenue targets through cross-selling

investment products to exiting clients

4. Ensure high standards of client servicing and compliance with

internal and regulatory guidelines.

5. Keep updated on market trends, investment products, and global

financial news.

6. Proactively identify new business opportunities within existing

and potential clients.

7.



Participate in marketing and client engagement events.

Skills & Knowledge :

1. Robust understanding of financial markets, investment products, and wealth management principles.

2. Excellent communication, interpersonal, and relationship-building skills.

3. Ability to identify client needs and provide customized solutions.

4. Sales-driven with a focus on providing excellent customer service

Kindly reply with an updated CV on [email protected] if you are interested in the mentioned Job Role. you can also call on (phone hidden)

📌 Wealth Relation Manager (Ludhiana)
🏢 Apex Services
📍 Ludhiana