FundsIndia - Wealth Relationship Manager - Sales (3-7 Yrs) Chennai (BFSI Sales)

Key Responsibilities:1. Client Relationship Management: Develop and maintain strong, long-term relationships with HNI and UHNI clients, providing personalized wealth management solutions and exceptional customer service.2. Business Development: Identify and pursue new business opportunities, leveraging existing networks, referrals, and market intelligence to expand our client base.3. Wealth Management: Provide comprehensive wealth management services, including investment advice, portfolio management, and financial planning, tailored to each client s unique needs and goals.4. Product Sales: Promote and sell our private banking products and services, including investment products, credit facilities, and wealth planning solutions.5. Team Collaboration: Work closely with internal stakeholders, including investment specialists, credit officers, and wealth planners, to deliver seamless and integrated services to clients.6. Market Intelligence: Stay up-to-date with market trends, regulatory changes, and industry developments, applying this knowledge to enhance our service offerings and client relationships.7. Risk Management: Ensure compliance with regulatory requirements, internal policies, and procedures, maintaining the highest standards of risk management and governance (ref:updazz.com)

Payroll Type : Permanent