Client Engagement Manager
Wealth India Financial ServicesFixed
₹25,000 - ₹30,000
Earning Potential
₹30,000
Fixed
₹25,000 - ₹30,000
Earning Potential
₹30,000
Full Time
Any experience
Good (Intermediate / Advanced) EnglishJob highlights
Urgently hiring
12 applicants
Job Description
Roles & Responsibilities
- Build and maintain strong relationships with HNI/UHNI clients.
- Generate new business through personal networks, references, corporate connections and networking events.
- Identify potential clients and manage the complete sales and onboarding process.
- Handle client documentation, KYC and account opening.
- Generate business through referrals and existing client relationships.
- Develop relationships with corporate HR teams, societies, RWAs and other referral partners.
- Maintain a healthy sales pipeline and achieve AUM-linked business targets.
Required Skills & Experience
- 2–6 years of experience in sales, client acquisition or client onboarding.
- Must have experience directly engaging with HNI/UHNI clients.
- Proven experience in generating own leads and building a client pipeline.
- Excellent communication, networking and relationship management skills.
- Basic understanding of financial products and investments is an added advantage.
Job role
Job requirements
About company
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The candidate should have completed Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Delhi-NCR to get hired quickly.
The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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