Branch Relationship Manager
ACURA SOLUTIONS LTD
- Location
- Noida, Uttar Pradesh, India
- Job type
- Full-time
Required skills
- banking
- client acquisition
- interpersonal skills
About the role
Website:
Job details:
Key Responsibilities Role Details
- Portfolio Management: Build, maintain, and deepen relationships with HNI clients.
- Sales Growth: Meet sales targets through client acquisition, cross-selling wealth management products, and increasing the volume of business.
- Advisory Services: Offer customized financial advice on mutual funds, insurance, and investment products tailored to client goals and risk appetite.
- Customer Experience: Act as the primary contact to provide top-tier service and professional financial guidance. [1, 2, 3]
Qualifications Requirements
- Experience: Generally requires at least 2+ years in wealth management or relationship management within the banking/financial services industry.
- Education: A Bachelors degree in finance, business, or a related field is preferred.
- Skills: Strong sales, communication, negotiation, and interpersonal skills are crucial, along with a strong understanding of investment products.
- Certifications: Certifications such as NISM , AMFI , or IRDAI are
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