About the opportunity
Job Overview
The First Wealth Relationship Manager (FWRM) role focuses on managing affluent and emerging wealth customers by offering investment and wealth management solutions such as Mutual Funds, Insurance, Demat, and other financial products. Managing affluent and emerging wealth customers Selling investment and wealth products Building long-term customer relationships Increasing AUM (Assets Under Management) and revenue Opportunity to grow into Senior Wealth RM / Portfolio Manager roles. Candidates with experience in Wealth Management, Banking, Broking, or Investment sales with good communication skills and knowledge of Mutual Funds, Insurance, and Investment products.