First Wealth Relationship Manager

ACURA SOLUTIONS LTD; Meerut; On-site; INR 600,000 - 1,000,000; Full time

Job summary

ACURA SOLUTIONS LTD in Meerut, Uttar Pradesh, is seeking an experienced Wealth/Relationship Manager to build and maintain relationships with high-net-worth clients. You will understand financial goals and tailor investment solutions while driving cross-sell of mutual funds, insurance, and other products.

The role requires strong communication, sales ability, and knowledge of local market preferences. You will collaborate with other departments to deliver a seamless customer experience and ensure

Qualifications

• Experience in wealth or relationship management in banking/financial services.
• Bachelor's degree in finance or related field.
• Certifications like NISM/AMFI/IRDAI are a plus.

Responsibilities

• Build and maintain relationships with high-net-worth clients.
• Understand clients' financial goals and provide investment solutions.
• Cross-sell wealth management products including mutual funds and insurance.
• Meet and exceed sales targets by acquiring new clients and increasing AUM.
• Stay updated on market trends and investment products.
• Collaborate with internal teams to ensure exceptional service.
• Ensure compliance with regulatory and internal policies.

Skills

Relationship management

Wealth management

Sales techniques

Negotiation

Communication

Client acquisition

Education

Bachelor's degree in finance, business, or related field

Tools

MS Office

Job description

Department: Retail Banking Branch Banking Branch Relationship Management

Job Summary

• 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
• Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products
• Meet and exceed sales targets by acquiring new clients and increasing business from existing clients
• Keep up-to-date with market trends and changes in investment products and services
• Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience
• Ensure compliance with all regulatory and internal policies and procedures

Qualifications

• Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry
• Bachelor's degree in finance, business, or related field
• Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage

Skills

• Excellent communication and interpersonal skills
• Strong sales and negotiation skills
• Ability to build and maintain strong relationships with clients
• In-depth knowledge of investment products and services
• Good understanding of local market and customer preferences
• Proficient in MS Office and other relevant software applications

Interested Candidates can share their cvs at 9510643729 or mail at [e-mail]