About the role
Role: Manage and grow a portfolio of high-value clients and guide our Relationship Executives. Responsibilities: Grow client investments (AUM); Run portfolio reviews and recommend products; Acquire HNI clients through referrals; Coach Relationship Executives; Ensure KYC and compliance; Meet revenue targets. Requirements: Graduate/MBA Finance; 3+ years in wealth management, broking, banking or insurance with a client book; NISM V-A/VIII preferred; Fluent Telugu and English; Local network a plus. We offer: Fixed salary + incentives; NISM training support; clear growth path. On-site at 1st Floor, Sri Sai Complex, D Mart Road, Eluru 534002 (Mon-Sat). About Lucia: Fast-growing financial services company in Eluru offering investments, loans, insurance and advisory. Apply through GoodProfile or reach out to Manoj Sai at +91 8179470832 / careers@lucia.co.in.
Key Skills
- Role:
- Banking
- Industry Type:
- Relationship Management
- Department:
- Sales
- Employment Type:
- Full Time, Permanent
- Education:
- Any Graduate
About the company
Lucia Financial Services India Pvt Ltd
Financial Services