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Wealth Relationship Manager (4-10 Yrs) Mumbai/Pune (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
- Qualifications Graduate/Postgraduate in Finance, Commerce, Economics, or related field; certifications such as CFP, NISM, CFA (preferred).
-Prerequisite Investment Product knowledge is mandatory - Experience: 4-10 years of experience in wealth management, investment advisory, or private banking. Functional/Behavioral:Competencies:- Acumen towards understanding of client needs and provide adequate and prompt solutions.
-Strong understanding of financial markets, products, and portfolio advisory concepts.
-Proven track record of managing HNI/affluent client relationships and achieving revenue targets.
-Excellent communication, presentation, and relationship-building skills.
-High level of integrity, client-centric mindset, and strong analytical ability. (ref:updazz.com)

Payroll Type : Permanent
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About Employer
Updazz.com (Registered since July-2017)
TOTL RPO SOLUTIONS LLP
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