Wealth Relationship Manager
- Jones Recruitzo
- 10 Positions
- Bengaluru
- 2 months ago
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Job Description
- Identify and acquire new clients through lead generation, networking, and field sales activities.
- Present and promote Jones Asset Managements wealth and logistic investment products to HNI clients.
- Conduct client meetings, portfolio discussions, and financial planning sessions.
- Achieve monthly and quarterly sales targets with a focus on client satisfaction and retention.
- Build and maintain long-term relationships with clients through trust and consistent follow-up.
- Stay updated on market trends, competitor offerings, and financial products to provide accurate client advisory.
- Collaborate with the operations and research teams for seamless client onboarding and investment execution.
- Participate in business events, seminars, and client engagement activities to strengthen the brand presence.
- Strong communication, persuasion, and interpersonal skills.
- Proven track record in sales, client acquisition, or business development.
- Knowledge of wealth management, mutual funds, and investment products.
- Ability to handle HNI clients with professionalism and discretion.
- Self-motivated, target-driven, and comfortable with field sales and cold calling.
- Excellent presentation and negotiation abilities.
Role Overview:
As a Wealth Relationship Manager you will be responsible for acquiring and managing High Net Worth Individual (HNI) and corporate clients for investment and wealth management products. The role involves proactive client acquisition through cold calling, field visits, and relationship management, with a focus on delivering customized investment solutions and driving business growth.
Key Responsibilities
Skills & Qualifications
Graduate or Postgraduate degree in Business, Finance, Marketing, or related field.
- 2 to 5 years of experience in wealth management, banking, investment, or financial
services preferred.
- Proficiency in MS Office and CRM tools is an added advantage.
Employement Category:
Employement Type: Full timeIndustry: Investment Banking / Venture Capital / Private EquityRole Category: Investment Banking / M&AFunctional Area: Not SpecifiedRole/Responsibilies: Wealth Relationship ManagerContact Details:
Company: Jones RecruitzoLocation(s): Bengaluru
Keyskills: stock market hni client handling wealth management services investment banking investment products wealth management investment research mutual funds
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