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53 spocto Solutions Jobs

Relationship Manager - Wealth

0-1 years

Lucknow

1 vacancy

Relationship Manager - Wealth

spocto Solutions

posted 1mon ago

Job Role Insights

Fixed timing

Job Description

  • To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
  • To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDPTCs, etc.
  • To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals.
  • To drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • To achieve revenue targets and contribute to the overall growth of the private wealth management business.
  • To conduct thorough due diligence on investment products and providers to mitigate risks.
  • To maintain accurate records of client interactions and transactions in accordance with compliance standards.
  • To conduct and assist in organizing seminars, workshops and other business development activities.
     

Employment Type: Full Time, Permanent

Functional Areas: Banking/Insurance

Read full job description

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What spocto Solutions employees are saying about work life

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61%
87%
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100%
Strict timing
Monday to Saturday
No travel
Day Shift
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spocto Solutions Benefits

Health Insurance
Free Food
Cafeteria
Gymnasium
Work From Home
Team Outings +6 more
View more benefits

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