Wealth Relationship Manager

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profile Job Location:

Mumbai - India

profile Monthly Salary: Not Disclosed
Posted on: 8 hours ago
Vacancies: 1 Vacancy

Job Summary

Job Description:

  • Manage clients through client visits suggest financial products to the clients and achieve business target.

    Responsible for product penetration and increasing clients wallet share.

    Identifying prospective clients & acquiring new clients.

    Candidate should have experience of managing / acquiring wealth & HNI Customers.

Job Description: Manage clients through client visits suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have expe...
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Key Skills

  • Business Development
  • Estate Law
  • Sales Experience
  • Trusts
  • Wealth Management
  • Financial Services
  • Organizational skills
  • Investment Experience
  • Banking
  • Securities Law
  • Financial Planning
  • Wills