Wealth Relationship Manager_Surat

WRM_Nuvama_Surat

50 Nos.
65726
Full Time
2.0 Year(s) To 12.0 Year(s)
5.00 LPA TO 15.00 LPA
BFSI, Investments & Trading
Banking/Financial Services
Job Description:

Roles and Responsibilities:

  • Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.  
  • Manage clients through client visits, suggest financial products to the clients and achieve business targets.  
  • Responsible for product penetration and increasing client’s wallet share.  Identifying prospective clients & acquiring new clients.  
  • Candidates should have experience of managing / acquiring wealth & HNI Customers. 

 

Required Profile:  

  • Should have at least 4 Years of experience handling Wealth Product Sales.  
  • Any Graduate / Post Graduate with relevant Experience. 
  •  Good relationship management and service focus skills.  
  • Good communication and presentation skills.  Investment Product knowledge is mandatory. 
Company Profile

--- --- and Investment Limited (Formerly Edelweiss Broking Limited) is a part of India’s largest --- --- platforms, servicing over 2,400 of India’s ---iest families as well as ~670,000 affluent and high net-worth individuals. This presently includes Investment ---, Mutual Fund Distribution, Research Analysis, Stock Broking, Clearing and Custody business, Portfolio --- business, Depository participant, Debt Syndication; Securities trading and advisory. The business is spread across India and abroad in countries like Singapore, Hong Kong, USA and UK.

Apply Now

  • Interested candidates are requested to apply for this job.
  • Recruiters will evaluate your candidature and will get in touch with you.