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Relationship Manager - Wealth
spocto Solutions
posted 3mon ago
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Job Description
- To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
- To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDPTCs, etc.
- To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals.
- To drive business growth by effectively cross-selling wealth management products and services to existing clients.
- To achieve revenue targets and contribute to the overall growth of the private wealth management business.
- To conduct thorough due diligence on investment products and providers to mitigate risks.
- To maintain accurate records of client interactions and transactions in accordance with compliance standards.
- To conduct and assist in organizing seminars, workshops and other business development activities.
- Graduate or MasterDegree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up.
Should have a proven track record of building and managing relationships with high-net-worth individualminimum of 3 years.
Should have a strong understanding of wealth management products, Debentures, AIFs and PMS.
Strong communication sales and a track record of achieving targets and achieving incentives.
Should have excellent communication, presentation, and negotiation skills.
Should have the ability to work independently and as part of a team in a fast-paced environment.
Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage
Employment Type: Full Time, Permanent
Functional Areas: Banking/Insurance
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Business Development Manager - Marketplace experience - a Must!
2-7 Yrs
₹ 5 - 15L/yr
Hyderabad / Secunderabad, Ahmedabad, Mumbai
