Cheif Relationship Manager
APPEASE WEALTH SOLUTIONS
Cheif Relationship Manager
APPEASE WEALTH SOLUTIONS
Sion, Mumbai/Bombay
₹40,000 - ₹70,000 monthly*
Fixed
₹40000 - ₹60000
Average Incentives*
₹10,000
Earning Potential
₹70,000
You can earn more incentive if you perform well
Work from Office
Full Time
Min. 3 years
Good (Intermediate / Advanced) English
Job Details
Interview Details
Job highlights
Urgently hiring
4 applicants
Benefits include: Travel Allowance (TA), Mobile Allowance, Laptop
Job Description
Appease Wealth Solutions is looking for a dynamic and experienced Chief Relationship Manager to join our team at our Sion East, Mumbai office.
As a leader in our client relations department, you will be responsible for managing high-net-worth portfolios and driving the firm’s growth through strategic relationship management.
- Key Responsibilities
- Portfolio Management: Oversee and grow a diverse portfolio of HNI and Ultra-HNI clients, ensuring their financial goals are met with tailored wealth solutions.
- Strategic Advisory: Provide expert advice on investment planning, insurance, loans, and real estate.
- Business Development: Identify new market opportunities and represent the firm at professional networking events.
- Client Retention: Build long-term, trust-based relationships through consistent engagement and proactive financial reviews.
Job role
Work location
Sheth Beaumonte, Sion Circle, near PVR Cinema, Namdev Koli Marg, Sion, Mumbai, Maharashtra, India
Department
Banking / Insurance / Financial Services
Role / Category
Trading, Asset & Wealth Management
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 3 years
Education
Post Graduate
Skills
Sales, Life insurance, Mutual funds, Finanacial services, Corporate Loans
English level
Good (Intermediate / Advanced) English
Regional language
Fluent in speaking Marathi, Hindi, Punjabi
Assets
Two-wheeler Vehicle, Two Wheeler Driving License, NISM Certificate
Degree/ Specialisation
PGDM in Capital Markets, MBA in Finance/ Capital Markets (Atleast one)
Age limit
28 - 35 years
Gender
Any gender
About company
Name
APPEASE WEALTH SOLUTIONS
Address
Sheth Beaumonte, Sion Circle, near PVR Cinema, Namdev Koli Marg, Sion, Mumbai, Maharashtra, India
Job posted by APPEASE WEALTH SOLUTIONS
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