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Relationship Manager - Wealth Management (3-8 Yrs) Gurgaon/Gurugram/Delhi NCR (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
Relationship Manager - Wealth Management (Gurugram)Role Overview:Manage and grow affluent client portfolios by acquiring new clients and delivering personalized wealth advisory with support from in-house advisors.Key Responsibilities:- Manage affluent client portfolios and conduct periodic reviews- Acquire new clients through referrals and strong network building- Collaborate with advisors to execute and document investment advice- Maintain CRM, sales funnels, and leverage digital/AI RM toolsIdeal Candidate Profile:- 3-8 years of experience in affluent/wealth management- Strong client acquisition and relationship-building skills- Excellent communication and client advisory capabilities - Location: Gurugram - Work Mode: Work from Office (ref:updazz.com)

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