Skywings Advisors Private Limited

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Looking For Relationship Manager Wealth

Visakhapatnam, Mysore, Thiruvananthapuram, Kochi, Puducherry, Chennai, Coimbatore, Tiruchirappalli


Role – Wealth Relationship Manager

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
6. Should have at least 4 Years of experience handling Wealth Product Sales.

Required candidature:
1. Any Graduate / Postgraduate with relevant Experience.
2. Good relationship management and service focus skills.
3. Good communication and presentation skills.
4. 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 10 Lac To 20 Lac P.A.
Industry Sales & Marketing / Business Development / Telecaller
Qualification Professional Degree
Key Skills Private Banking HNI Sales Insurance Sales Mutual Funds Equity Sales


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