Wealth Manager / Relationship Manager
About This Role
Build and nurture strong HNI & retail client relationships by understanding their financial goals
Advise clients on investment strategies, portfolio diversification, and risk management
Cross-sell a wide range of financial products Mutual Funds, Insurance, Equities, AIFs, FDs, Demat & Loan Products
Drive client acquisition and retention to achieve business growth targets
Deliver exceptional customer service with a focus on wealth creation and long-term financial planning
Stay updated on market trends, SEBI regulations, and new investment opportunities
Key Skills (for Naukri Search Ranking)
Wealth Manager | Relationship Manager | HNI Sales | Mutual Funds | Financial Advisory | Insurance Sales | Portfolio Management | Equity Sales | BFSI Sales | Demat Account | AIF | AMFI | IRDA | NISM | Investment Products | Client Acquisition | Wealth Management | MBA Fresher | Financial Planning | Surat | Ahmedabad | Gujarat
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