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Wealth Manager - HNI Sales (3-9 Yrs) Chennai/Bangalore/Hyderabad (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
We re looking for a dynamic Wealth Relationship Manager to manage and grow a portfolio of High Net Worth (HNI) clients (- 25L ). You ll be the key point of contact-driving acquisition, delivering investment advice, and enhancing client relationships through customized financial planning.Key Responsibilities:- Acquire & manage HNI client relationships- Offer tailored investment solutions across asset classes- Grow wallet share with strategic financial planning- Monitor market trends & coordinate with research teams- Organize client events, workshops & deliver premium serviceWhat We re Looking For:- Graduate/Postgraduate in Finance or Marketing (CFP a plus)- 2 years in HNI sales, wealth, or relationship management- Excellent market knowledge, communication & client engagement skills- Proven track record in advisory & incentive-based rolesInterested candidates can share their resume at 91 84888 33693 (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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