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Relationship Wealth Manager

Alliance Recruitment Agency·Ahmedabad

Pay not stated1–2 yrsFull-time
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About the role

Responsibilities:Client Relationship & Business DevelopmentManage banking and investment relationships of existing HNI clients.Expand the portfolio by identifying and acquiring new HNI relationships.Proactively cross-sell a full range of financial products to maximize wallet share.Generate incremental business and revenue from assigned clients.Investment & AdvisoryOffer personalized financial planning and investment advisory services.Drive revenue through mutual funds, insurance, structured…

What you need

  • 1–2 yrs of experience
  • Any graduate

Good to have

  • Mutual funds
  • Cross-selling
  • Sales
  • Audit
  • Client relationship
  • Insurance

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