Wealth Relationship Manager

peopleplus; Madhya Pradesh; On-site; INR 400,000 - 800,000; Full time

Job summary

peopleplus is seeking a wealth management professional in India to manage relationships with existing rich clients and acquire new ones. You will assess client investment needs and propose suitable products, coordinating with teams to ensure smooth transactions and excellent service.

The role requires knowledge of investment and insurance products and relevant licenses, with a focus on building a strong client pipeline while upholding governance standards.

Qualifications

• Bachelor's degree or higher in Finance, Accounting, Business Administration, Economics, or related fields.
• Minimum of 2-year direct experience in banking, investment advisory, or insurance.
• Sound knowledge in investment and insurance products.
• Possess IC, LIB, Unit Link and NIB licenses.

Responsibilities

• Manage relationships with existing wealth clients and acquire new clients.
• Assess investment needs and propose suitable solutions based on risk appetite.
• Facilitate investment transactions and coordinate with related parties to ensure accuracy and service quality.
• Prepare call plans and reports to grow the client pipeline while maintaining governance standards.

Skills

Client relationship management

Investment advisory

Communication

Education

Bachelor's degree or higher in Finance, Accounting, Business Administration, Economics, or related fields

Job description

Job Description

• Responsible for managing relationship with existing wealth clients and acquiring new potential wealth clients
• Plan, analyze, and assess investment need of customer in portfolio, together with recommend suitable investment solution to each client based on risk appetite and preference
• Facilitate investment transaction to clients to ensure smooth and accuracy process are maintained, as well as coordinate with related parties to ensure excellent services is always brought to clients
• Prepare call plan, call report, and execute according to plan to foster with the existing clients and expanding new client pipeline
• Maintain ethical and good governance standard that comply with market conduct, and rules and regulations

Qualifications:

• Bachelor's degree or higher in Finance, Accounting, Business Administration, Economics, and related fields
• Minimum of 2-year direct experiences in banking, investment advisory, or insurance
• Sound knowledge in investment and insurance products
• Possess IC, LIB, Unit Link and NIB licenses
• Good presentation skill, enthusiastic, observant, meticulous and able to work under pressure

We're committed to bringing passion and customer focus to the business.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.