First Wealth Relationship Manager
SAP · Ludhiana · onsite · Posted 51d ago
Undisclosed4–8 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
- Build and maintain strong relationships with high net worth clients through regular communication and meetings.- Understand clients' financial goals and risk appetite and provide them with customized investment solutions.
Required Candidate profile
Age- 35 Maximum. Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products.Sourced from naukri
Skills
Customer ExperienceCross SellingInvestment ProductsMutual FundsWealth Managementrelationship buildingInsuranceRelationship Management
About SAP
SAP
Software Product
16.2k+
employees
1972
54 years old
Walldorf, Baden-Württemberg
Germany
About
Business software for managing customer success & operations
Industries
Software ProductAnalytics & KPOIT Services & Consulting
Employee ratings
1,982 reviews
4.1/ 5
Culture
4.2
Career growth
3.4
Work-life
4.3
Employees rate it well for
Work Life Balance432Salary335Work Culture303Learning174Career Growth133
Find them on