Wealth Manager - NBFC

Wealth Manager - Leading NBFC

- To acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making recommendations thereof.

- The Wealth management division is engaged in providing strong research backed financial services advisory to the HNI clients and managing their ongoing financial advisory and Portfolio Management needs. The product portfolio includes Mutual funds, Life insurance, Bonds, Structured products, Real estate advisory, Company fixed deposits & Equity Commodity Broking services etc.

- Partner Client Relations/ Senior Partner Client Relations are responsible for Identification and acquisition of Institutional clients and manage the overall relationship. SPM will be engaged in providing our Treasury solutions, selling of all investments products and also generating business leads for our SME lending business.