Banca Wealth Relationship Manager Required for for Gurgaon location.

Company Description IIFL Capital Services Limited, with a nearly two-decade legacy in retail broking and financial product distribution, is one of India's largest independent full-service broking houses. The firm serves a diverse clientele, including corporates, institutional investors, HNWIs, and retail investors. Operating over 2,500 points of presence across more than 500 cities, IIFL has effectively served over 3 million customers. IIFL offers a comprehensive suite of services, from equity broking to investment banking. The company prides itself on innovation, customer service, and a commitment to transparency and integrity. Role Description This is a full-time on-site role for a Banca Wealth Relationship Manager located in Gurgaon, India, at IIFL Capital Services Limited. The Banca Wealth Relationship Manager will be responsible for Acquiring relationships with high net worth individuals (HNWIs) and maintaining a portfolio of clients along with managing tie-ups Banks broking business.Day-to-day tasks include identifying and serving the financial needs of clients, offering tailored investment solutions, ensuring customer satisfaction, and achieving assigned revenue targets. The role involves frequent interaction with clients to assess their financial goals and provide comprehensive wealth management services. Qualifications Excellent relationship management and client servicing skills Strong knowledge of financial products, including mutual funds, bonds, equities, and insurance Proven track record in achieving sales targets in the financial services industry Exceptional communication and interpersonal skills to interact with HNWIs Analytical and problem-solving abilities to offer customized financial solutions Ability to work independently and within a team environment Bachelor's degree in Finance, Business, or a related field Relevant certifications and licenses, such as NISM or AMFI, are preferred Show more Show less