Position: Relationship Manager - Wealth
Location: Hyderabad,
Experience: 4+ years (Preferred in Wealth Management / Financial Services) Industry: Wealth Management / Financial Services
Key Responsibilities - Client Acquisition & Management: Identify, acquire, and manage a portfolio of High Net Worth Individuals (HNIs) and Ultra HNIs, offering personalized wealth management solutions. - Client Relationship Building: Develop strong, long-term relationships with clients to understand their financial goals and provide tailored investment advice and solutions. - Investment Advisory: Offer a broad range of wealth management products, including but not limited to mutual funds, bonds, structured products, insurance, PMS, and alternative investments. - Network Utilization: Leverage your existing network of potential HNI and Ultra HNI clients to build and grow the client base
Sales and Revenue Growth: Drive the achievement of sales and revenue targets through effective portfolio management, cross-selling, and upselling opportunities.