Relationship Manager - Sales - Wealth Management (3-8 Yrs) Chennai/Coimbatore (BFSI Sales)

Role: Wealth RM/Senior RMExperience: 3years to 8yearsSnapshot of Key responsibilities:- To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.- To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD s PTCs, etc.- To educate clients on the features, benefits, and risks associated with various wealth management products. To identify new business opportunities and generate leads through networking and referrals.- To drive business growth by effectively cross-selling wealth management products and services to existing clients.- To achieve revenue targets and contribute to the overall growth of the private wealth management business.- To conduct thorough due diligence on investment products and providers to mitigate risks.- To maintain accurate records of client interactions and transactions in accordance with compliance standards.- To conduct and assist in organizing seminars, workshops and other business development activities.Requirements:- Graduate or Master s Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up.- Should have a proven track record of building and managing relationships with high-net-worth individual s minimum of 3 years.- Should have a strong understanding of wealth management products, Debentures, AIFs and PMS.- Strong communication sales and a track record of achieving targets and achieving incentives.- Should have excellent communication, presentation, and negotiation skills.- Should have the ability to work independently and as part of a team in a fast-paced environment.- Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage (ref:updazz.com)

Payroll Type : Permanent