First Wealth Relationship Manager

TalentAhead; New Delhi; On-site; INR 800,000 - 1,200,000; Full time

Job summary

TalentAhead is seeking an experienced Wealth Management professional in Delhi to build and maintain relationships with high net worth clients, understand their financial goals, and offer customized investment solutions. You will cross-sell mutual funds, insurance, and other products while aiming to meet sales targets and provide superior client experiences.

The role requires staying updated on market trends and collaborating with various bank teams to ensure regulatory compliance and excellence

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
• 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

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
• 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 Role & responsibilities