This job offer is not available in your country.

Relationship Wealth Manager

ConfidentialKollam, Mangalore, Bengaluru / Bangalore

9 days ago

Job description

This role is for a Relationship Wealth Manager who will be responsible for gathering assets for a diverse range of investment products. The ideal candidate is a highly motivated individual with strong interpersonal skills, focused on achieving business targets, building client relationships, and increasing the company's Assets Under Management (AUM).

Key Responsibilities

Gather assets for a variety of investment products, including mutual funds, PMS, AIF, Corporate FD, SGB, and Insurance .
Achieve Net Equalized Assets collected (LS) targets for your mapped book of clients.
Create an incremental SIP Book .
Achieve new business development targets by reactivating and acquiring new clients.
Ensure all clients are met on a regular basis to maintain and strengthen relationships.
Connect with all mapped Asset clients of the branch to increase AUM, SIP flow, and revenue .

Skills & Qualifications

Strong communication and written skills .

Fluency in the local language is an added advantage.

Excellent interpersonal skills and a team-player attitude.

Must be process-oriented and willing to learn and adapt.

Highly self-motivated .

Skills Required

Client Relationship, Business Development, Relationship Management, Wealth Management, Interpersonal Skills, Process Improvements

Create a job alert for this search

Relationship Manager • Kollam, Mangalore, Bengaluru / Bangalore