Senior Wealth Relationship Manager : Leading Company : PUNE, Mumbai

5 - 10 years

30 - 45 Lacs

Pune Chennai Mumbai (All Areas)

Posted:1 month ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Senior Wealth Relationship Manager : Leading Company : PUNE, Mumbai

Location

Age : 44 max

About the Role:

Key Responsibilities:

- Understand client needs, financial goals & risk appetite
- Offer customized solutions across Mutual Funds, PMS, AIFs, PEs, Bonds, Structured Products, Direct Equity, Insurance, etc.- Grow AUM/book size and achieve revenue targets- Share model portfolios and insights based on market trends and internal views- Ensure compliance with regulatory guidelines- Manage and deepen client relationships with a long-term view

Ideal Candidate Profile:

If you are currently in a Private Wealth setup with a CTC between 20-42 LPA and are looking for a high-growth opportunity wed love to connect with you.

To apply, email your resume to people1qc@gmail.com

Contact: Shraddha Bamne +91-22-40697704 / MOBILE : 9324700692

Thanks & Regards

Shraddha Bamne

HR Executive

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