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Relationship Manager - Wealth Management
Nagpur, Maharashtra, India · Full Time
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- Experience
- Any
- Salary
- —
- Openings
- 1
- Posted
- 3 weeks ago
- Work mode
- In office
- Resume
- Required to apply
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Job description
Job Overview
InCred Markets Limited is looking for a Relationship Manager based in Nagpur on a full-time basis. This role focuses on cultivating and managing affluent client relationships, particularly targeting High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNI).
Key Responsibilities
- Acquire new clients in the HNI and UHNI segments and maintain strong ongoing relationships.
- Drive assets under management (AUM) growth and increase overall revenue.
- Provide clients with comprehensive investment solutions including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Bonds, Unlisted Shares, and Insurance products.
- Consistently meet or exceed business targets through effective client engagement and solution delivery.
Candidate Profile
- Prior experience in wealth management or private banking sectors.
- Proven capabilities in acquiring and managing high-net-worth clientele.
- Strong understanding of diverse investment products.
- Excellent communication and networking abilities to build meaningful business relationships.
Additional Information
If interested, candidates should prepare an updated resume and submit it via WhatsApp to the HR contact provided to arrange an interview.
Skills
How they work
Communication
Relationship Building
Results Orientation