RM Sales | Wealth Management

Location : Delhi – CP

Budget (CTC): Up to 6 LPA

Target Profiles: Wealth Manager / RM Sales profiles from the Banking and Financial Services sector

ROLE OVERVIEW

We are looking for a Relationship Manager – Sales to acquire and manage wealth management clients, offering suitable investment products and building long-term client relationships.

KEY RESPONSIBILITIES

• Acquire new clients and grow business through effective sales and lead generation

• Build and manage long-term relationships with HNI/retail wealth clients

• Understand client financial goals and recommend suitable investment products

• Sell wealth and investment products such as mutual funds, equity, insurance and other financial products

• Achieve assigned sales and revenue targets

• Provide ongoing servicing, portfolio reviews, retention and cross-sell/up-sell

PREFERRED EXPERIENCE

• Prior experience in wealth management, investment products, client acquisition and relationship management

• Background in Banking and Financial Services (Wealth Manager / RM Sales profiles)

• Strong communication, sales and relationship management skills