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Senior Manager / Sr VP / Vice President - Wealth Management - BFSI 4s Advisory

5.0 - 10.0 years

3 - 6 Lacs

pune, maharashtra, india

On-site

Job description Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients portfolios. - Focus on business development and achieve growth in relationship value, and revenues & i...

Posted 1 day ago

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