Relationship Manager Wealth Management

Relationship Manager Wealth Management

Job Description

  • Primarily the RM would be responsible to manage the wealth of customers through IFAs New Client / Direct Customer Corporates.
  • Should possess the required in-depth domain knowledge of Wealth Management, Financial Planning and the bouquet of Financial Products including Third Party products.
  • To Recruit & Develop the IFA (Independent Financial Advisor).
  • To Organize and Conduct Investors meet in their respective cities.
  • Advise Corporate / HNI clients on various investment opportunities available in the market and help them to generate a high ROI (Return On Investment).
  • To provide end-to-end service solutions to existing customer relationships on a pro-active manner.
  • Conceptualize & implement sales promotional plan through various marketing channels.
  • Cross-sell products and services to both new as well as existing clients as per their lifestyle, risk profiling and requirements basically through financial planning process.
  • Achieving financial goals of the clients through various product line like LI, MF, FD, GI and other savings & Investment products.
  • Maintaining long term relationships with existing/new clients so as to increase the revenue base for the company.
  • Updating customers on the changes of trends on the business landscape.
  • Continuous updating of the MIS Reports or any other business reporting (daily-weekly-monthly sales reports)
  • Generate revenue with the help of IFAs, Corporates & direct clients.

If interested send me your resume along with below mentioned details at

Current Location
Current Company
Current CTC
Expected CTC
Notice Period

Company Profile:

Salary: Not disclosed

Industry: Automotive Sector

Functional Area: Others

Role Category: Consultant

Employment Type: Full time


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