First Wealth Relationship Manager

SAP Group; Jalandhar, Amritsar, Chandigarh; On-site; INR 400,000 - 750,000; Full time

Job summary

SAP Group in India seeks a wealth management professional to build relationships with high net worth clients and tailor investment solutions. The role focuses on understanding client goals and risk profiles to offer suitable products and ongoing advisory services.

Candidates should be adept at cross-selling mutual funds, insurance, and related financial products while maintaining regulatory compliance and delivering excellent client service.

Qualifications

• Build and maintain relationships with high net worth clients.
• Provide customized investment solutions based on client goals and risk appetite.
• Cross-sell wealth management products like mutual funds and insurance.

Responsibilities

• Build and maintain strong relationships with high net worth clients through regular communication and meetings.
• Understand clients' financial goals and risk appetite and provide them with customized investment solutions.

Skills

Relationship management

Wealth management

Financial planning

Cross-selling

Communication

Education

Bachelor's degree in Finance/Commerce

Tools

CRM software

Job description

• Build and maintain strong relationships with high net worth clients through regular communication and meetings.
• Understand clients' financial goals and risk appetite and provide them with customized investment solutions.

Required Candidate profile

Age- 35 Maximum. Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products.