Wealth Relationship Manager - Securities Firm (2-7 yrs)
Job Description
A leading securities company has vacancies for WEALTH RELATIONSHIP MANAGERS for Mumbai.
Eligibility Criteria :
Candidates must be from sales / acquisition from any broking / securities / AMCs.
Banking candidates from wealth background can apply too.
Roles & Responsibilities :
- HNI Client handling
- Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, PE, Bonds, Structured Products, Life Insurance, and other Wealth Products etc.
- Generating a minimum of 3X revenue per month
- Acquiring 2 new clients per month
- Generating an AUM of 20L per month
High levels of customer service orientation and application of Company policy
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
