Wealth Relationship Executive
Share
Job Location:
Yearly Salary:
Posted on:
22 days ago
Vacancies:
1 Vacancy
Job Summary
Qualifications and Skills
- Proficiency in cross-selling financial products and services to existing and prospective clients (Mandatory skill).
- Understanding of wealth management practices to offer effective financial guidance to clients.
- Experience or knowledge in client relationship management for maintaining and building client trust and satisfaction.
- Familiarity with a variety of investment products like mutual funds bonds fixed deposits and insurance policies.
- Ability to efficiently onboard new customers guiding them through the documentation and account setup process.
- Basic knowledge of financial planning to help clients meet their long-term financial goals and aspirations.
- Strong sales communication skills to effectively explain product benefits and boost conversions.
- Excellent interpersonal abilities to interact with clients from diverse backgrounds and develop rapport.
Roles and Responsibilities
- Engage with clients to understand their financial needs and provide appropriate wealth management solutions.
- Actively cross-sell financial products and services to maximize value for both clients and the organization.
- Maintain and nurture long-term relationships with existing clients to enhance customer retention.
- Assist with seamless onboarding of new clients ensuring all compliance and documentation processes are met.
- Educate clients about investment options risks benefits and assist in financial planning.
- Track and follow up with leads to ensure prompt communication and achievement of sales targets.
- Stay updated with market trends and regulatory requirements relevant to the financial services sector.
- Prepare and submit regular sales and activity reports to management as per company standards.
Key Skills
- Aeronautical
- Anti Money Laundering
- Attorney At Law
- ABAP
- Accident Investigation
- Manufacturing
About Company
Money Honey Financial Services Pvt. Ltd. is Indiaâs growing financial services company. We offer best in class services in distribution of Financial Products like Mutual Funds, Government of India Bonds, Fixed Deposits and Life Insurance.
