Wealth Manager / Relationship Manager
Trust Triangle Management
Multiple VacanciesEmployer Active
Posted 7 hrs ago
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Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
8 Vacancies
Job Description
Roles & Responsibilities
Build and nurture strong HNI & retail client relationships by understanding their financial goals
Advise clients on investment strategies, portfolio diversification, and risk management
Cross-sell a wide range of financial products Mutual Funds, Insurance, Equities, AIFs, FDs, Demat & Loan Products
Drive client acquisition and retention to achieve business growth targets
Deliver exceptional customer service with a focus on wealth creation and long-term financial planning
Stay updated on market trends, SEBI regulations, and new investment opportunities
Key Skills (for Naukri Search Ranking)
Wealth Manager | Relationship Manager | HNI Sales | Mutual Funds | Financial Advisory | Insurance Sales | Portfolio Management | Equity Sales | BFSI Sales | Demat Account | AIF | AMFI | IRDA | NISM | Investment Products | Client Acquisition | Wealth Management | MBA Fresher | Financial Planning | Surat | Ahmedabad | Gujarat
Desired Candidate Profile
Any Graduate / MBA in Finance or Marketing 0 5 years experience in Sales / BFSI / Financial Services (Freshers with MBA welcome)
Strong communication, interpersonal and analytical skills
Goal-oriented, self-driven and proactive professionals
Knowledge of financial markets and investment products is an added advantage
AMFI / IRDA / NISM certified candidates will be given preference
Company Industry
Department / Functional Area
Keywords
- Wealth Manager / Relationship Manager
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Trust Triangle Management
A reputed Financial Services Organization committed to empowering High Net Worth Individuals (HNIs) and businesses with customized wealth management solutions. Established with a vision to deliver exceptional financial guidance, the company combines decades of experience with cutting-edge strategies to help clients preserve, grow, and manage their wealth effectively.