Skywings Advisors Private Limited

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Wealth Relationship Manager

Raipur, Goa, Mysore, Thiruvananthapuram, Bhubaneswar, Rourkela, Amritsar, Alwar, Udaipur, Tiruchirappalli, Panjim


Roles and Responsibilities:

1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.
2. Manage clients through client visits, suggest financial products to the clients and achieve business target.
3. Responsible for product penetration and increasing client’s wallet share.
4. Identifying prospective clients & acquiring new clients.
5. Candidate should have experience of managing / acquiring wealth & HNI Customers.

Required Profile

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

Perks & Benefits:

Bi-annual appraisal program.
Growth in fixed CTC twice in a year with attractive quarterly incentives.

Experience 4 - 10 Years
Salary 7 Lac To 18 Lac P.A.
Industry Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification Other Bachelor Degree, Post Graduate Diploma, M.B.A/PGDM
Key Skills Relationship Manager Wealth Management HNI Acquisition HNI Sales Insurance Sales Equity Sales Mutual Funds Sales Banking Sales Product Portfolio Management

About Company

Company Name

Wealth Management Company

About Company It is a well known wealth management company based in India.
Contact Person Amit Kumar
Mobile 7827930908
Email ID amit@assuredjob.com

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