Moneylicious Wealth Relationship Manager (4 6 Yrs)
Job Description
- Wealth Relationship Manager
Roles and Responsibilities
- Catering to the investment needs of clients by providing them research-based advicein MF, Insurance, PMS & Structured Products offerings.
- Manage clients through client visits, suggest financial products to the clients and achievebusiness target.
- Responsible for product penetration and increasing client\'s wallet share.
- Identifying prospective clients & acquiring new clients.
- Candidate should have experience of managing / acquiring wealth & HNI Customers.
Required Profile:
- Should have at least 4 Years of experience handling Wealth Product Sales.
- Any Graduate / Postgraduate with relevant Experience.
- Good relationship management and service focus skills.
- Good communication and presentation skills.
- Investment Product knowledge is mandatory.
Perks & Benefits:
- Bi-annual appraisal program.
- Growth in fixed CTC twice in a year with attractive quarterly incentives
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Job Detail
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Job IdJD3261138
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationKochi, Kerala, India
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EducationNot mentioned
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ExperienceYear