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 clien...