Wealth Manager

Rekrut India Private Limited; Hyderabad, Ahmedabad District, Chennai; Vor Ort; INR 400.000 - 700.000; Vollzeit

Zusammenfassung

Rekrut India Private Limited invites applications for Wealth RM to serve affluent clients across Chennai, Hyderabad, Ahmedabad, Jaipur. You will sell equity-based investment products and provide superior servicing.

You will identify and acquire high-priority clients, manage relationships, cross-sell wealth solutions such as mutual funds, insurance, PMS, AIF, and structured products, and generate referrals from partner wealth networks.

Qualifikationen

• Experience selling equity-based investment products to wealthy clients.
• Strong servicing skills and conflict management.
• Ability to identify, acquire and manage relationships with affluent investors.
• Cross-sell wealth solutions (mutual funds, insurance, PMS, AIF, structured products).

Aufgaben

• Identify, acquire, and manage relationships with high-priority and affluent investors.
• Pitch and manage wealth solutions including mutual funds, insurance, PMS, AIF, and structured products.
• Provide servicing and generate referrals from the partner wealth customer base.

Kenntnisse

Sales skills

Relationship management

Conflict resolution

Jobbeschreibung

Job description

Role - Wealth RM

Location - Chennai, Hyderabad, Ahmedabad, Jaipur

Roles & Responsibilities:

• Will be responsible for selling Equity based investment products to this set of Wealth customer base.


• Should have effective servicing skills and should be excellent in conflict management.

• Client Acquisition & Management: Identify, acquire, and manage relationships with high-priority and affluent investors.


• Product Cross-Selling: Pitch and manage comprehensive wealth solutions, including mutual funds, insurance, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and structured products.


• Responsible for servicing and generating references from the partner Wealth customer base.