Private Wealth Manager (In Leading Financial Institution)

4.0 - 9.0 years

7 - 17 Lacs

Ahmedabad, Bengaluru, Delhi / NCR

Posted:1 day ago| Platform: Naukri logo

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Skills Required

Casa Mutual Funds Cross Selling NRI Retail Liabilities Third Party Products HNI Acquisition HNI Client Handling Nri Banking Wealth Management TPP Liabilities mf Nri Relationship Manager Current Account Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Responsible for acquiring and managing client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.

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Manzil Placement
Manzil Placement

Human Resources Services

City Center

11-50 Employees

28 Jobs

    Key People

  • John Doe

    CEO
  • Jane Smith

    Director of Operations

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