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Relationship Wealth Manager

Alliance Recruitment Agency·Ahmedabad

Pay not statedMid levelFull-time
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About the role

Customer Engagement:* Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values* Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory* Financial Planning and Investment Advisory to HNI clients* Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit* Ensure all sales activity is recorded…

What you'll do

  • Responsible for service and sales satisfaction of mapped clients Investment Advisory* Financial Planning and Investment Advisory to HNI clients* Driving revenue business…

What you need

  • Any graduate

Good to have

  • Mutual funds
  • Sales
  • Insurance
  • Audit

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