Client Relations Pre-IPO & Wealth Management Mumbai Satvam Consulting Private Limited Hiring For Client of placement company

8.0 - 11.0 years

0 - 0 Lacs

mumbai city

On-site

Client Relations Pre-IPO & Wealth Management Mumbai Company: Leading Asset management company in India. Job Description: Understanding Financial Markets: Develop expertise in Pre-IPO, unlisted shares, and wealth management services. Client Advisory: Guide HNIs and Ultra-HNIs in making informed, strategic investment decisions aligned with their financial objectives. Business Development: Identify and acquire potential clients, pitch investment opportunities, and expand the client base. Portfolio Management: Assist in structuring, diversifying, and optimizing client portfolios with a focus on risk management and long-term wealth creation. Investment Research: Monitor market trends, explore new...

Posted 22 hours ago

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