{"@context":"https://schema.org","@type":"JobPosting","title":"Senior Wealth Relationship Manager","description":"

Roles and Responsibilities

Identify opportunities for cross-selling various financial products such as insurance, mutual funds, PMS, third-party products, etc.
Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones.
Develop a deep understanding of client needs and provide tailored solutions to meet their requirements.
Meet sales targets by acquiring new HNI clients and increasing revenue through upselling/cross-selling.
Maintain accurate records of client interactions, transactions, and performance reports.

Desired Candidate Profile

Ability to work independently with minimal supervision while meeting tight deadlines.
Diploma holder from any specialization.
Excellent communication skills with ability to build strong relationships with high net worth individuals.
Strong knowledge of banking products, financial services sales, investment products, life insurance, mutual funds sales.
1-6 years of experience in BFSI sales or related field.

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