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Posted on 18 Jul, 2026
In Office
Job Description | Responsibilities
- Manage and grow relationships with retail wealth management clients.
- Understand customer financial goals and recommend suitable investment and banking products.
- Acquire new clients through referrals, networking, and business development activities.
- Ensure high levels of customer satisfaction through proactive relationship management.
- Achieve sales, revenue, and portfolio growth targets.
- Ensure compliance with regulatory guidelines and maintain accurate client records.
Overview
- Industry - Banking / Financial Services
- Job Role - WRM -B2C
- Employment type - Full Time - Permanent
- Work Mode - In Office
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
Wealth Relationship Management
B2C
Client Relationship Management
Investment Advisory
Financial Products
Portfolio Management
Sales
Customer Acquisition
Banking Compliance