Sr Business Partner - Wealth

10 - 15 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be joining as a Senior Business Partner with a wealth of experience ranging from 10 to 15 years. In this role at a leading NBFC located in Delhi or Kolkata, you will be responsible for serving as a trusted advisor to both existing clients and potential Wealth Management prospects. Your primary task will be to identify and capitalize on new opportunities, providing tailored financial planning assistance and asset allocation recommendations through our Investment Advisory services. By understanding and addressing the unique needs of each customer, you will play a crucial role in enhancing customer relationships and increasing the share of wallet from existing High Net Worth Individuals (HNIs). Moreover, your role will also involve acquiring new clients for the firm and expanding into new territories. Ideal candidates for this position are those with backgrounds in Private Banking and NBFC, particularly those who bring along their own portfolio of clients. The compensation package for this position is competitive and promises to be the best in the industry.,

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