Private Wealth Relationship Manager - HNI Sales - Bank (2-15 Yrs) Trivandrum/Thiruvananthapuram (BFSI Sales)

Job Description: Our client is leading Indian investment services company having wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning.Role: Private Wealth ManagerLocations: Trivandrum, CalicutRoles and Responsibilities:- Acquire new clients, generate revenue, and maintain relationships with High-Net-Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI), Corporate Treasuries.- Enhance and build on Existing Bank tie-ups.- Offer comprehensive wealth management services.- Enhance the relationship value of existing customers.- Ensure increased wallet share to prevent devaluation of securities.- Analyze client portfolios, assess risk appetite, and provide tailored advice on wealth products.Qualification:- MBA Finance, CA, CS or with relevant work experience in managing Investment Products. (2 -15 years of experience)- Proficiency related to wealth products (e.g., Mutual funds, PMS s, AIF s, Structured Products, Direct Equities, Offshore investments, Risk protection management solutions).- Build and maintain an extensive external network to stay connected with clients.- Demonstrate a service-oriented attitude, delivering smooth and superior service.- Ability to analyse client data, market trends, and stay updated on current market conditions.- Proven track record in sales, particularly in private banking or wealth management sector.- Strong interpersonal and communication skills.- Relevant financial certifications or qualifications (e.g., CFP, CFA) is a plus.- Knowledge of regulatory compliance in the financial services industry.- Excellent organizational and time-management skills.Benefits:Fixed Lucrative Incentives. (ref:updazz.com)

Payroll Type : Permanent