Relationship Manager First Wealth
Patiala, Punjab, India · Full Time
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- Experience
- 4+ yrs
- Salary
- INR 500,000 – INR 1,300,000 / year
- Openings
- 1
- Posted
- 2 ঘন্টা আগে
- Work mode
- In office
- Education
- Any graduate
- Eligibility
- Any graduate
- Resume
- Required to apply
Where you'll work
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Job description
Job Overview
The Relationship Manager - First Wealth is responsible for managing the financial portfolios of High Net Worth Individuals (HNIs). This role is centered around fostering strong customer relationships by providing premium wealth management services including investment advisory, portfolio management, and integrated banking solutions.
Key Responsibilities
- Managing and growing financial portfolios of HNI clients.
- Offering comprehensive wealth management and investment advisory services.
- Cross-selling related financial products and services.
- Acquiring new customers and deepening existing client relationships.
- Ensuring compliance with all regulatory and internal guidelines.
Candidate Profile and Requirements
- Minimum of 4 years of total work experience, including at least 2 years as a Relationship Manager.
- Age preferably up to 33 years.
- Proficiency in portfolio management and HNI client handling.
- Knowledge in retail liabilities, mutual funds, CASA products, and third-party products (TPP).
Additional Information
Salary range offered is between INR 500,000 and 1,300,000 per annum.
Any graduate is eligible to apply for this position.
Minimum education
Bachelor's Degree
Industry
Financial Services