Relationship Manager – Wealth Management

Job Description : We are hiring a Relationship Manager – Wealth Management for a confidential leading financial services company. The candidate will be responsible for managing client relationships, acquiring new clients, increasing client wallet share, and growing assets through investment and financial products. Responsibilities: -Responsible for asset gathering for investment products such as Mutual Funds, PMS, AIF, Corporate FD, SGB, Insurance, SIPs, and other financial products. -Achieve assigned targets for revenue, new business development, client activation, and asset collection. -Create and grow incremental SIP business. -Meet existing and potential clients regularly through physical or virtual meetings. -Reactivate inactive clients and acquire new clients with asset collection. -Increase AUM, SIP flow, and revenue from mapped clients. -Build long-term relationships with clients and provide suitable financial product support. Requirements: -Minimum 2 years of experience in sel...

Apply for this Position