Pivot Human Capital
Location
Mumbai | India
Job description
We seek a Wealth Relationship Manager (RM) responsible for managing client relationships and driving sales a leading player in financial services, venturing into wealth management with a focus on innovative and customer-centric tech-driven financial solutions.
In brief, our Wealth Relationship Manager (RM) is responsible for managing client relationships and driving sales. Job Requirements: - 5-6 years of experience in wealth management, preferably from Banks, fintech agencies, or any similar or related sector. - Degree in Finance, Business Administration, or related field. - Advanced certifications in wealth management or financial advising are preferred. - Must have a captive client pool and strong product knowledge. - Proven proficiency in various investment products and wealth management. - Strong sales and client relationship skills. - Excellent team player with good communication skills. Job Responsibilities - Be responsible for managing client relationships and driving sales - Be a part of a dynamic team in a growth-oriented role within the wealth management sector Leveraging the existing client relationships and expertise to drive success and career growth - Managing and nurturing existing client relationships - Aiding and supporting the internal sales team in closing sales with product category knowledge - Independently managing a book of clients - Engaging with potential clients alongside sales channels to enable sales - Work collaboratively with sales teams and contribute to sales closure Salary range: 8 to 10 LPA + Incentive Work Type: Full-time Work mode: On-site/Work from office Job Location: Santa Cruz East, Mumbai, Maharashtra Number of open positions: 3Job tags
Salary
