Relationship Wealth Manager

DSP Eminence; Ahmedabad District, Anand, Vadodara; In loco; INR 600.000 - 1.200.000; Tempo pieno

Descrizione del lavoro

DSP Eminence in Ahmedabad seeks a wealth management professional to engage high priority clients, understand needs, and offer investment, insurance, PMS/AIF, and structured products. You will target AUM and revenue through cross-selling while ensuring compliant, high-quality client servicing.

Stay updated on market trends and identify new business opportunities within existing clients. The role emphasizes strong communication and relationship-building, with a sales-driven approach and focus on

Competenze

• Strong understanding of financial markets and wealth management principles.
• Excellent communication and relationship-building skills.
• Sales-driven with focus on customer service and cross-selling.
• Ability to identify client needs and provide customized solutions.

Mansioni

• Engage high priority and affluent clients to assess needs and offer solutions.
• Provide investments, insurance, PMS/AIF and structured products.
• Aim to grow AUM and revenue through cross-selling.
• Maintain high standards of client servicing and regulatory compliance.
• Keep abreast of market trends and identify new business opportunities.
• Participate in marketing and client engagement events.

Conoscenze

Wealth management knowledge

Client relationship

Sales orientation

Communication skills

Market awareness

Descrizione del lavoro

Role & responsibilities:

• Work closely with the branch team to reach out to high priority and affluent clients.
• Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products.
• Achieve AUM and revenue targets through cross-selling investment products to exiting clients
• Ensure high standards of client servicing and compliance with internal and regulatory guidelines.
• Keep updated on market trends, investment products, and global financial news.
• Proactively identify new business opportunities within existing and potential clients.
• Participate in marketing and client engagement events.

Preferred candidate profile:

• Strong understanding of financial markets, investment products, and wealth management principles.
• Excellent communication, interpersonal, and relationship-building skills.
• Ability to identify client needs and provide customized solutions.
• Sales-driven with a focus on providing excellent customer service.