Job Views:  
1944
Applications:  107
Recruiter Actions:  10

Job Code

490087

Wealth Manager - HNI/UHNI - Non Banking Firm

3 - 10 Years.Mumbai/Hyderabad
Posted 7 years ago
Posted 7 years ago

- Manage relationships with High Net Worth clients with focus on New Client Acquisition & providing investment advisory through need analysis and asset allocation

- Sourcing new Ultra HNI clients for Private Wealth Management, equity broking and Family Office.

Product basket -

- Mutual Funds, Direct Equity, PMS, Structured Products, PE funds, Real Estate Investments, etc

- Formulating & implementing winning business strategies for the growth of business opportunities and long term profitability

- To contribute to the business growth of the wealth management division in the designated area by efficient business planning, sales monitoring, revenue generation, client relationship management

Salary Offered: 10 - 18 LPA

Didn’t find the job appropriate? Report this Job

Job Views:  
1944
Applications:  107
Recruiter Actions:  10

Job Code

490087

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow