Relationship Manager

Role & responsibilities:

Client Acquisition/ Client Management

Able to generate own leads, few leads would be provided by company

Handling of HNI & UHNI clients

Selling of TPP, Company Products, Insurance

Ready to be on field for client meetings

Revenue generation/ Target Achievement

Able to work under pressure

Preferred candidate profile:

Bachelor's degree in finance, Economics, Business Administration, or related field (master's degree or CFP certification preferred).

Proven experience as a Wealth Manager, Financial Advisor, or similar role in the financial services industry.

In-depth knowledge of financial planning strategies, investment products, and market trends.

Perks and benefits:

Competitive salary and performance-based bonuses/incentives

Professional development and training opportunities.

Work-life balance initiatives.

Travel Reimbursements