Relationship Manager - Investment Banking & Wealth Domain

TIE-UPS; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

TIE-UPS in Mumbai is seeking a dynamic wealth management professional to maximize profit and drive growth of the client portfolio by developing existing relationships and establishing new ones with high net worth individuals. You will conduct regular reviews with clients, understand their financial goals, and advise them on a range of insurance and investment products to meet wealth objectives and targets.

Evidence of strong sales results in financial services will be valued, and your ability to

Qualifications

• MBA with proven financial services and/or private wealth experience, especially with high net worth clients.

Responsibilities

• Develop existing and new client relationships to maximize portfolio growth.
• Regular client reviews to understand needs and advise on insurance and investment products to meet wealth goals.

Skills

Sales experience

Education

MBA

Job description

Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular reviews with clients, understand their needs, advise them on different products to achieve their wealth goals.

Required Candidate profile

• MBA - with proven & progressive financial services and/or private wealth exp or equivalent especially with high net worth clients. Evidence of strong sales results in insurance and investment products