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32 Talengage Jobs

Wealth Manager/Relationship Manager - NBFC (3-10 yrs)

Talengage

5.0

based on 1 Review

3-10 years

Talengage

posted 2d ago

Job Role Insights

Key skills for the job

Salesforce Banking Sales Wealth Management

Job Description

Position : Wealth Manager/RM

Company - NBFC

Location - Mumbai, Delhi, Hyderabad

Education - Graduate

Roles & Responsibilities :

- Experience working in a Private Bank/Wealth Management .

- Selling of products : Mutual Funds, PMS, AIF, Structured Products, etc.

- Handle and manage clients.

- Experience of advising clients across asset classes.

- The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent).

- Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products ) from preferred clients.

- Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.