6 - 11 years
0 Lacs
Posted:6 days ago|
Platform:
On-site
Full Time
\
We are looking out for Dynamic Wealth Management Professional ,as below :
The flagship financial services company, that caters to the diverse needs of retail, corporate and institutional customers across businesses.
Strong client UHNI network and relationships
Exceptional communication skills
Ability to think Big
High on integrity
Passionate, Ambitious & perseverant, Entrepreneurial mindset
Relationship management skills, Collaborative approach and a team player
Providing financial solutions for high net worth clients.
Monitor financial market trends to ensure that client plans are responsive.
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
Sharing model portfolios with clients
Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management.
Responsible for complying with regulatory compliance as set out by relevant regulatory authorities
Regards
Sawant
8355998309
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Rajas Consultancy And Placement Services Hiring For Client
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