Department: Retail Banking Branch Banking Branch Relationship Management

Job Summary

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 2 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

Skills

- Excellent communication and interpersonal skills
- Strong sales and negotiation skills
- Ability to build and maintain strong relationships with clients
- In-depth knowledge of investment products and services
- Good understanding of local market and customer preferences
- Proficient in MS Office and other relevant software applications

Interested Candidates can share their cvs at (phone hidden) or mail at [email protected] This job is provided by Shine.com

📌 First Wealth Relationship Manager (Agra)
🏢 ACURA SOLUTIONS
📍 Agra