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Relationship Manager (Wealth)

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Exp: 6 - 12 years

Should have experience in Mutual Fund Sales/Insurance in the HNI segment (Wealth Management)

Talents from Banking/Broking/Securities Only


Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have an advantage

Formulating strategies for expanding the client base by providing investment advice to the clients

New client acquisition - acquiring clients through networking, database, market intelligence or reference from existing client

Should have handled HNI/UHNI and SME promoter segment in the wealth management space

Actively supports the business strategy, plans and values, contributing to the achievement of a high performance culture

Takes ownership for own career management, seeking opportunities for continuous development of personal capability and improved performance contribution

High caliber performers with proven track record in client acquisition, growing AUM and revenue

International mindset with the ability to operate effectively in a diverse, multi-cultural and fast paced environment

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