Senior Engagement Manager at Pivot Human Capital
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Wealth Relationship Manager - Sales - Bank (1-30 yrs)
We seek a Wealth Relationship Manager (RM) responsible for managing client relationships and driving sales a leading player in financial services, venturing into wealth management with a focus on innovative and customer-centric tech-driven financial solutions.
In brief, our Wealth Relationship Manager (RM) is responsible for managing client relationships and driving sales.
Job Requirements:
- 5-6 years of experience in wealth management, preferably from Banks, fintech agencies, or any similar or related sector.
- Degree in Finance, Business Administration, or related field.
- Advanced certifications in wealth management or financial advising are preferred.
- Must have a captive client pool and strong product knowledge.
- Proven proficiency in various investment products and wealth management.
- Strong sales and client relationship skills.
- Excellent team player with good communication skills.
Job Responsibilities
- Be responsible for managing client relationships and driving sales
- Be a part of a dynamic team in a growth-oriented role within the wealth management sector Leveraging the existing client relationships and expertise to drive success and career growth
- Managing and nurturing existing client relationships
- Aiding and supporting the internal sales team in closing sales with product category knowledge
- Independently managing a book of clients
- Engaging with potential clients alongside sales channels to enable sales
- Work collaboratively with sales teams and contribute to sales closure
Salary range: 8 to 10 LPA + Incentive
Work Type: Full-time
Work mode: On-site/Work from office
Job Location: Santa Cruz East, Mumbai, Maharashtra
Number of open positions: 3
