Relationship Manager - Wealth - NBFC

Looking for Relationship Manager- Wealth for a Leading NBFC

Location : Rajkot

Experience required :4+ Years

Grade : Manager/ Senior Manager

Job Description :

- Wealth manager role is to provide consultancy and advisory services HNI clients.

- Identifying the risk appetite and investment horizon of the clients with the help of Customer Profiler and with the assistance of Customer Service Manager.

- Managing portfolios of wealth customers and advising on the investment products such as Mutual Funds, General Insurance, real estate and Structural Products according to the best fit of their requirements.

- Providing all kind of solutions to clients and working as the single point of contact for the clients.

- Identifying new potential wealth customers through references and other legitimate data sources.

It's a individual kind of profile, have to generate their own portfolio.