Wealth Relationship Manager / Wealth RMB - Maharashtra (Mumbai)

Wealth Relationship Manager / Wealth RMB - Maharashtra (Mumbai)

20 Sep
|
JobStation Enterprise
|
Mumbai

20 Sep

JobStation Enterprise

Mumbai

:

Roles and Responsibilities:

- Acquire & Soure Franchise & generate revenue
- Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
- Manage clients through client visits, suggest financial products to the clients and achieve business targets.
- Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring new clients.
- Candidates should have experience of managing / acquiring wealth & HNI Customers.

Required Profile:

- Should have at least 4 Years of experience handling Wealth Product Sales.
- Any Graduate / Post Graduate with relevant Experience.
- Positive relationship management and service focus skills.
- Good communication and presentation skills. Investment Product knowledge is mandatory.

📌 Wealth Relationship Manager / Wealth RMB - Maharashtra (Mumbai)
🏢 JobStation Enterprise
📍 Mumbai

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