Role - Wealth RM
Location - Chennai, Hyderabad, Ahmedabad, Jaipur
Roles & Responsibilities:
- Will be responsible for selling Equity based investment products to this set of Wealth customer base.
- Should have effective servicing skills and should be excellent in conflict management.
- Client Acquisition & Management: Identify, acquire, and manage relationships with high-priority and affluent investors.
- Product Cross-Selling: Pitch and manage comprehensive wealth solutions, including mutual funds, insurance, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and structured products.
- Responsible for servicing and generating references from the partner Wealth customer base.
Interested candidates can share your resume to (phone hidden) OR
[email protected]
📌 Wealth Manager (Ahmedabad)
🏢 Rekrut India
📍 Ahmedabad