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Private Wealth Manager - AVP / VP/ Sr VP /Partner

5 - 10 years

20 - 35 Lacs

Bengaluru Delhi / NCR Mumbai (All Areas)

Posted:5 days ago| Platform: Naukri logo

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Skills Required

Wealth management HNI wealth manager Private Banking Portfolio Management Financial Advisory HNI Acquisition relationship manager HNI Sales Investment Advisory Wealth Investment Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

About Our Client The client is a Indian NBFC company with multiple offices Job Description Private Wealth - Manager / Sr Manager / TL /AVP / VP/ Head Experience - 5 to 20+ yrs Location - Mumbai ,Delhi Hyderabad Education - Graduate /PG ROLES & RESPONSIBILITIES: - Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management Selling of products : Mutual Funds, PMS, Structured Products etc Handle and manage clients. Experience of advising clients across asset classes The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

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