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Private Wealth Sales (In Leading Financial Institution)

Private Wealth Sales (In Leading Financial Institution)

Manzil Placement

4 - 9 years

7 - 17 Lacs

Bengaluru Delhi / NCR Mumbai (All Areas)

Posted:2 weeks ago| Platform:

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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

www.manzilhrservices.com

Human Resources Services

City Center

11-50 Employees

31 Jobs

Key People

John Doe

CEO
Jane Smith

Director of Operations

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Private Wealth Sales (In Leading Financial Institution)