Found Description
Role Overview:
We are looking for a dynamic and ambitious Wealth Management Relationship Manager to join our team in Mumbai. This role is ideal for individuals who are passionate about financial markets, investments, and client engagement. A key responsibility of this position is acquiring new clients, building long-term relationships, and driving revenue growth through the sale of wealth management solutions.
Key Responsibilities:
Drive client acquisition and generate new business opportunities through networking, referrals, prospecting, and relationship-building activities. Achieve defined sales, acquisition, and revenue targets for wealth management products. Promote and sell investment and protection solutions including Mutual Funds, Insurance, PMS, AIFs, Bonds, and other wealth management products. Build, manage, and nurture long-term relationships with clients by understanding their financial goals and providing suitable solutions. Conduct client meetin...