Upload Button Icon Add office photos
filter salaries All Filters

53 spocto Solutions Jobs

Relationship Manager - Wealth

0-1 years

Bangalore / Bengaluru

1 vacancy

Relationship Manager - Wealth

spocto Solutions

posted 1mon ago

Job Role Insights

Fixed timing

Job Description

The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Key responsibilities:
  • 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.

Requirements

  • Graduate or MasterDegree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up.
  • Should have a proven track record of building and managing relationships with high-net-worth individualminimum of 3 years.
  • Should have a strong understanding of wealth management products, Debentures, AIFs and PMS.
  • Strong communication sales and a track record of achieving targets and achieving incentives.
  • Should have excellent communication, presentation, and negotiation skills.
  • Should have the ability to work independently and as part of a team in a fast-paced environment.
  • Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage


Employment Type: Full Time, Permanent

Read full job description

Prepare for Relationship Manager Wealth Management roles with real interview advice

People are getting interviews at spocto Solutions through

(based on 1 spocto Solutions interview)
Job Portal
100%
Low Confidence
?
Low Confidence means the data is based on a small number of responses received from the candidates.

What people at spocto Solutions are saying

What spocto Solutions employees are saying about work life

based on 56 employees
61%
87%
50%
100%
Strict timing
Monday to Saturday
No travel
Day Shift
View more insights

spocto Solutions Benefits

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

Compare spocto Solutions with

Fractal Analytics

4.0
Compare

Mu Sigma

2.7
Compare

LatentView Analytics

3.8
Compare

Tiger Analytics

3.6
Compare

AbsolutData

3.6
Compare

Axtria

3.0
Compare

Bridgei2i Analytics Solutions

3.8
Compare

Analytic Edge

3.1
Compare

Algonomy

3.9
Compare

Crayon Data

3.6
Compare

Iksula

3.7
Compare

Mantra Technologies

3.7
Compare

Tech2Globe

4.2
Compare

Dyninno India

3.6
Compare

Centelon

4.2
Compare

Foiwe Info Global Solution

3.8
Compare

Hyland Software Solutions India LLP

4.2
Compare

Fragma Data Systems

4.6
Compare

SE2 DIGITAL SERVICE LLP

3.4
Compare

CBTS TECHNOLOGY SOLUTIONS INDIA LLP

4.4
Compare

Similar Jobs for you

Relationship Manager Wealth Management at Spocto Solutoins

Chandigarh

0-1 Yrs

Not Disclosed

Relationship Manager Wealth Management at Spocto Solutoins

Vadodara

0-1 Yrs

Not Disclosed

Relationship Manager Wealth Management at Spocto Solutoins

Lucknow

0-1 Yrs

Not Disclosed

Relationship Manager Wealth Management at Spocto Solutoins

Indore

0-1 Yrs

Not Disclosed

Relationship Manager Wealth Management at Spocto Solutoins

Jaipur

0-1 Yrs

Not Disclosed

Relationship Manager at Motilal Oswal

Mumbai suburbs, Mumbai + 1

1-5 Yrs

Not Disclosed

Wealth Manager at ANALAH CAPITAL

Ahmedabad, Jaipur + 1

1-2 Yrs

Not Disclosed

Relationship Manager Wealth Management at ICICI Securities

Delhi/Ncr, Bangalore / Bengaluru + 1

0-2 Yrs

Not Disclosed

Relationship Manager Wealth Management at spocto - A Yubi Company

Bangalore / Bengaluru

0-2 Yrs

Not Disclosed

Relationship Manager Wealth Management at spocto - A Yubi Company

Bangalore / Bengaluru

0-2 Yrs

Not Disclosed

Relationship Manager - Wealth

0-1 Yrs

Bangalore / Bengaluru

Supply chain, Loans, Due diligence +7 more

1mon ago·via naukri.com

Assistant Manager/ Deputy Manager - Trainer - Collections

4-7 Yrs

₹ 3.5 - 7L/yr

Chennai

Training And Development, Soft Skills Training, Learning And Development +1 more

7d ago·via naukri.com

Team Leader / Assistant Manager - Collections - Thane/ Navi Mumbai

3-6 Yrs

Thane, Navi Mumbai

Team Handling, Team Leading, Collections Process +1 more

7d ago·via naukri.com

Data Mining Executive - Research Only

1-3 Yrs

₹ 2 - 3L/yr

Navi Mumbai, Thane

Google Sheets, Communication Skills, Data Research +5 more

19d ago·via naukri.com

Business Development Associate

3-5 Yrs

Mumbai

Business Development Associate, Sales process, Management +1 more

19d ago·via naukri.com

Marketing Associate

2-3 Yrs

Mumbai

Product management, MIS, Social media +7 more

22d ago·via naukri.com

Business Development Associate

3-5 Yrs

Bangalore / Bengaluru

Business Development Associate, Sales process, Management +1 more

22d ago·via naukri.com

Business Development Associate

3-5 Yrs

Hyderabad / Secunderabad

revenue generation, cold calling, business development +13 more

22d ago·via naukri.com

Business Development Associate

3-5 Yrs

Chennai

revenue generation, team management, branding +13 more

22d ago·via naukri.com

Lead Business Development

0-2 Yrs

Gurgaon / Gurugram

Sales strategy, Relationship building, Management +2 more

22d ago·via naukri.com