Dream Solution Indore
RM First Wealth
Skills
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹1,000,000 – ₹1,300,000 / year
Location:
Agra, Uttar Pradesh, India
Work mode:
Onsite
Published on:
25 August 2026
What they need
Key Responsibilities:
Build and maintain strong relationships with high net worth clients through regular communication and meetings
Understand clients' financial goals and risk appetite and provide them with customized investment solutions
Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products
Meet and exceed sales targets by acquiring new clients and increasing business from existing clients
Keep up-to-date with market trends and changes in investment products and services
Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience
Ensure compliance with all regulatory and internal policies and procedures
Qualifications:
Minimum 4-5 years of experience in wealth management or relationship management in the banking or financial services industry
Bachelor's degree in finance, business, or related field
Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage
Location - Chennai.Bangalore,Mumbai,Hyderabad,Agra,Ghaziabad,Merrut
Age - Max 33yrs
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