Preferred RM-Bangalore

4 - 9 years

10.0 - 20.0 Lacs P.A.

Bengaluru

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Wealth ProductHNI AcquisitionFinancial AdvisoryWealth ManagementPMSPortfolio ManagementMutual FundsPortfolioUHNIHNI Client HandlingStructured ProductsInvestment AdvisoryInvestment PortfolioInvestment ProductsAif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition Preferred candidate profile Should have 5-8 Years of work experience preferably in Private Bank/Wealth Management set-up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above

Financial Services
Mumbai

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