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GENERAL MANAGER
Relationship Manager_wealth-Delhi Full Time
Vacancy in a leading Wealth Management Company!!
Profile – Wealth Management
Designation – Relationship Manager/Key Relationship Manger/Wealth Manager
Function – Investment Service Group
Experience – Min 1 year in products like Mutual Funds/Life Insurance/PMS/Structured Products/Real Estate/Home Loan/SIP/Bonds
Location – Delhi
Reporting to – Regional Product Manager / Territory Manager
Span of Control (Geog & No. of Reportees ) – Individual Role
Specific responsibilities –
Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like Mutual Funds, Portfolio Management Services, SIP, Bonds, Structured Products, Life Insurance, and other Wealth Products etc.
Telecalling the customers and explaining them about the various investment products
Fixing face-to-face appointments
Acquiring new clients
High level of customer service orientation and application of Company policy
HNI Client handling (KRM/WM)
Personal Attributes –
Good communication & presentation skills
Good knowledge in investment products
Formal Qualifications – Graduation
CTC – 3.5 to 8.5 LPA + incentives + allowances + annual fixed bonuses
If interested, call on 9205388632