Relationship Manager Odisha

Job Summary

We are looking for an experienced and result-oriented Preferred Relationship Manager (Wealth RM) to manage and grow relationships with High Net Worth (HNI) clients. The role involves offering wealth management solutions and driving revenue through sales of investment products.

Key Responsibilities

Acquire and manage relationships with High Net Worth (HNI) clients Promote and sell wealth management products such as:

Mutual Funds

PMS (Portfolio Management Services)

Structured Products

Alternative Investment Funds (AIF)

Bonds and other investment products Provide financial advice based on client needs and investment goals Achieve sales targets and revenue goals Maintain solid client relationships to ensure long-term engagement Identify new business opportunities through networking and referrals Ensure compliance with company policies and regulatory guidelines Provide regular portfolio updates and investment recommendations to clients

Eligibility Criteria Experience:

Minimum 8 years of experience in Banking, Securities, Broking, or Wealth Management Experience in handling HNI clients is mandatory Preferred Background:

Banks (Wealth / Securities division)

Broking firms (Motilal Oswal, Kotak Securities, HDFC Securities, ICICI Securities, Groww, etc.)

Mutual Fund Companies / AMC, Wealth Management firms

Skills Required:

Strong sales and relationship management skills Excellent communication and presentation skills Strong knowledge of financial and investment products Target-driven and result-oriented mindset

Key Highlights

Additional performance-based incentives Prospect to work with premium clients Growth opportunities in wealth management

Age Criteria: Up to 43 years Apply on Kit Job: kitjob.in/job/4mgmzw