Sr Relationship Manager | Wealth | CTC Max up to 8 LPA

1 - 6 Years
Mumbai, Kolkata

Job Description


Greetings from CareerNet Consulting!!
Hope you are well!!

We have an excellent job opportunity for you to work with a leading premier investment company of India for the role of "Sr RM / RM" role.

Experience required: Minimum 1 year of mandatory experience in cross selling of investment (wealth) products & HNI Acquisition.

Qualification: Any Graduate.

CTC: Max up to 8 LPA.

Roles & Responsibilities:
  • Contact all mapped clients through daily/weekly/monthly calls, regularly
  • Maintaining long term relationships, deepening relationships With Existing High Net Worth Customers So As To Increase Revenue Base For The Company 
  • New Client Acquisition And Revenue Generation Through Sale Of All Liability Products Including Insurance(Li & Non Li), MF, PMS, IPO's,Bonds, Gold ,Real Estate,Fmp & Capital Protection Fund Etc To HNI Clients. 
  • Preparation And Execution Of Financial Planning 
  • Risk Profiling Of Existing & New Clients. 
  • Regular Portfolio Review Of Existing & New Clients. 
  • Providing seamless & superior service delivery. 
  • Timely follow-up on all the product renewal opportunities uploaded in the system.
  • Promote large ticket MF SIP's per month. 
  • Manage AUM & month on month growth of the same.

Interested candidates can email their updated CV at

Salary: INR 6,00,000 - 8,00,000 P.A.

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Investment Banking

Role:Wealth Manager

Employment Type:Permanent Job, Full Time


Desired Candidate Profile

Please refer to the Job description above


PG:MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization

Doctorate:Doctorate Not Required

Company Profile

Careernet Technologies Pvt Ltd

View Contact Details+

Recruiter Name:Vishal

Contact Company:Careernet Technologies Pvt Ltd


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