Affluent Wealth Manager

Veerwal Getwork Services; Mumbai; Presencial; INR 450 000 - 650 000; Tempo integral

Resumo da oferta

Veerwal Getwork Services in Mumbai seeks an ambitious Relationship Manager to acquire affluent clients and deepen relationships through branch walk-ins, referrals, corporate tie-ups, and networking.

You will assess client needs, risk profile, and goals, and recommend suitable products including mutual funds, SIPs, PMS/AIF where applicable, fixed income, life/health/general insurance, structured products, equity/demat services, and retirement planning.

Qualificações

• Experience in acquiring and managing client portfolios is beneficial.
• Ability to assess client needs and suggest suitable financial products.

Responsabilidades

• Acquire new affluent clients through branch walk-ins, referrals, corporate tie-ups, and networking.
• Manage and deepen relationships with an assigned client portfolio, with regular reviews and proactive contact.
• Assess client needs, risk profile, and goals, and recommend suitable products: Mutual funds, SIPs, PMS/AIF, bonds, and fixed income; Life, health, and general insurance; Structured products, equity/demat services, and retirement and estate planning.
• Cross-sell banking products such as CASA, loans, credit cards, and forex.

Descrição da oferta de emprego

Role & responsibilities

• Acquire new affluent clients through branch walk-ins, referrals, corporate tie-ups, and networking.
• Manage and deepen relationships with an assigned client portfolio, with regular reviews and proactive contact.
• Assess client needs, risk profile, and goals, and recommend suitable products:
  • Mutual funds, SIPs, PMS/AIF (where applicable), bonds, and fixed income
  • Life, health, and general insurance
  • Structured products, equity/demat services, and retirement and estate planning
• Cross-sell banking products such as CASA, loans, credit cards, and forex.