Relationship Manager First Wealth
Bengaluru, Karnataka, India · Full Time
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- Experience
- 4–13 yrs
- Salary
- INR 500,000 – INR 1,300,000 / year
- Openings
- 1
- Posted
- 3 saat önce
- Work mode
- In office
- Education
- Any graduate
- Eligibility
- Any graduate can apply.
- Resume
- Required to apply
Where you'll work
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Job description
Role Overview
The Relationship Manager - First Wealth (RM - FW) is responsible for overseeing and managing the financial portfolios of High Net Worth Individuals (HNI). This position entails fostering robust customer connections through delivery of premium wealth management services, investment guidance, portfolio supervision, and all-encompassing banking solutions.
Key Responsibilities
- Manage and strengthen financial portfolios for HNI clients.
- Deliver comprehensive investment advice and portfolio management services.
- Promote cross-selling initiatives and acquire new customers.
- Ensure adherence to regulatory and compliance requirements.
Candidate Profile
- Experience of over 4 years in total, including a minimum of 2 years as a Relationship Manager.
- Age preference: 33 years only.
- Required skills include portfolio management, customer acquisition, cross-selling, and compliance knowledge.
- Any graduate eligible to apply.
Compensation
Annual salary range: INR 500,000 to 1,300,000.
Additional Information
If interested, contact Ananya Dash at 9237396207 for further details.
Minimum education
Bachelor's Degree
Industry
Financial Services