8 - 30 years
18 - 40 Lacs
Posted:1 week ago| Platform:
On-site
Full Time
Synergy Hr consultancy is looking to hire RM Wealth across Pan India
Experience: 8+ years in Wealth Management with an existing client book.Key Skills: Investment Advisory, Portfolio Management, HNI/UHNI Client Acquisition & RetentionRequirements: Must have a strong AUM portfolio and proven track record in Wealth ManagementResponsibilities: - Manage and grow client portfolios, offer tailored financial solutions, and drive revenue growth- Providing financial advice and implementing financial planning recommendations for high net worth/ ultra / VVIP clients.- Candidate will be responsible for building AUM in products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities.- Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment. Well verse with Equity , MF, PMS , AIF , Structured ProductCompensation: Upto 40 lacs plus bonusesThis is a Standalone Position , No Team will be provided
Synergy HR Consultancy
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mumbai, ahmedabad, indore, pune, nasik, aurangabad, chennai, hyderabad, coimbatore, madurai, trivandrum/thiruvananthapuram, kerala
18.0 - 40.0 Lacs P.A.
mumbai, ahmedabad, indore, pune, nasik, aurangabad, chennai, hyderabad, coimbatore, madurai, trivandrum/thiruvananthapuram, kerala
18.0 - 40.0 Lacs P.A.