Wealth Manager/Relationship Manager - Sales (4-10 Yrs) Mumbai/Navi Mumbai (BFSI Sales) by SKILLKART CONSULTANCY

Updazz.com (July-2017 से पंजीकृत) ने 5 दिन पहले इस नौकरी को पोस्ट किया था

Key Responsibilities:- Manage and grow a portfolio of affluent clients by understanding their financial needs and offering suitable solutions.- Act as a one-stop financial advisor, offering a full suite of wealth products including mutual funds, PMS, insurance, bonds, and structured products.- Ensure consistent portfolio growth through acquisition and upsell of financial products.- Conduct periodic portfolio reviews to ensure alignment with client objectives and market conditions.- Maintain high standards of client servicing and relationship management to ensure client satisfaction and long-term retention.- Stay updated with market trends, investment strategies, and regulatory changes to provide quality advice.- Ensure compliance with all internal and external guidelines and processes. (ref:updazz.com)

Payroll Type : Permanent