Wealth Relationship Manager (sales)

We Grow Wealth Pvt Ltd · Noida

Pagaar₹30,000–90,000mahina, jaisa likha hai

KahanNoidaUttar Pradesh

TypeFull time

Posted25 Sep16 din pehle, SimplyHired se

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Financial planningWealth managementInvestment managementFinancial analysisBanking

Is job ke baare mein

Acquire and manage HNI/UHNI client relationships.

Build and grow Assets Under Management (AUM) through new client acquisition and portfolio expansion.

Advise clients on investment opportunities across Mutual Funds, PMS, AIFs, Unlisted Shares, Private Equity, and NCDs.

Drive Demat account acquisition and ensure seamless account opening for new clients.

Understand clients' financial goals and recommend suitable investment strategies.

Achieve monthly AUM, revenue, and client acquisition targets.

what we are looking for

Experience in wealth management, private banking, or financial avisory.

Existing Retails, HNI & UHNI client base. strong knowledge of wealth products.

Proven track records in client acquisition & relationship management.

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