Relationship Manager - Wealth Management - Bank/NBFC

Location: Pune

Designation: Relationship Manager Wealth Management

Level: Manager, Sr. Manager, AVP and VP

Position: 8 Nos.

Experience: 3 to 5 Years

Qualification: A graduate or a postgraduate who is passionate about Wealth Management and business development

Relevant Industry: Bank, NBFCs and Asset Management Companies

CTC: As Per Industry Standards - Max 15L

Preferred Candidate Location: Pune, Mumbai, Nashik, Kolhapur and Aurangabad etc.

Job Description:

- Acquire manage and grow the HNI/UHNI and Corporate clientele

- Collaboration and Targeting Investors and Institutions

- Good in Portfolio Management: Selecting and overseeing investments that meet Clients financial objectives and risk tolerance

- Financial Markets: Monitor the market trends, track investments, perform research on companies and sectors to identify the investment opportunities and ensure optimal returns on investment of Clients and Investor

- Program Management: Coordinated investor Awareness Programs to boost brand visibility and attract potential customers in a given distribution channel.

- Customer Relationship Excellence: Cultivated and maintained positive business relationships, ensuring customer satisfaction and repeat business.

- Business Plan attainment: Meet Monthly, Quarterly, Yearly Business Plan

- Developed Channel Partner and Network

- Pitching of products like Mutual funds, Insurance, Loans, Fixed Deposits ,Exchange Traded Funds(ETF),Bonds, and Peer-to-Peer Lending(P2P) to clients according to client's requirement