Wealth Manager/Sr Wealth Manager - HNI/UHNI - NBFC

Wealth Manager/ Senior Wealth Manager

Job Responsibilities:

- Manage wealth & retail clients through client visits, provide financial investment advisory to the clients and achieve revenue target.

- Advise clients on their product requirement to maximize their investments.

- Develop new relations through referencing & other sources.

- Provide Market feedback (new product, pricing, competitors activity etc).

Desired Candidate Profile:

- Candidate should have experience of managing / acquiring wealth & retail Customers.

- MBA from Tier 3 institutes with min 3+ years experience in hardcore wealth management or Tier 4 institutes with min 4+ years of experience in hardcore wealth management.