Senior Wealth Manager

Talengage

4 years

0 Lacs

delhi delhi india

Posted:1 day ago| Platform:

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Skills Required

management portfolio retention

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

Our client is one of the leading NBFC.

Wealth Manager / Sr Manager Wealth

Experience - 4+ years in Financial Industry/ Private Wealth / Capital Markets / Private Banking

Location -Mumbai , Delhi ,Pune ,Kolkata, Chennai , Jaipur,

Education - UG / PG

Role Description

Experience in private wealth management, portfolio management, and client relationship management
Proven track record of achieving financial targets and business growth
Excellent knowledge of financial products, market trends, and regulatory requirements.
Preferred Banking, Financial Services, Wealth Management
Generating AUM through selling of Mutual Funds , Bonds ,PMS, AIF , Structured Products
Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues
To ensure achievement of acquisition, activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers
To ensure achievement of business and revenue targets attributed for the company

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