3.0 - 7.0 years

0 Lacs

karnataka

On-site

As a Wealth Manager, your role will involve acquiring and maintaining relationships with preferred clients who are HNI/Ultra HNI individuals. Your primary focus will be on generating AUM (Assets Under Management) from these clients and providing them with advice on their investments to manage their financial portfolios effectively. You will also be responsible for deepening client wallets and coordinating with the product and research team to make investment decisions. Additionally, you will need to organize seminars, workshops, and other business development activities to enhance client engagement. Achieving budgeted targets in terms of client acquisition and business volume is crucial in t...

Posted 2 weeks ago

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Wealth Manager Bonanza Portfolio

5.0 - 9.0 years

0 Lacs

maharashtra

On-site

As a Relationship Manager in the Marketing department, your role will involve acquiring preferred clients (HNI/Ultra HNI) and maintaining strong client relationships to generate AUM (Assets Under Management) from them. You will advise HNI/Ultra HNI clients on their Investments, manage their financial portfolio, and deepen the wallet from existing clients. Your responsibilities will include coordinating with the product and research team to make investment decisions for clients. Additionally, you will be involved in organizing seminars, workshops, and other business development activities. Achieving budgeted targets in terms of the number of clients, volume of business, and assets will be a k...

Posted 1 month ago

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Wealth Manager Bonanza Portfolio

5.0 - 9.0 years

0 Lacs

maharashtra

On-site

You will be responsible for acquiring preferred clients (HNI/Ultra HNI) and maintaining client relationships to generate AUM (Assets Under Management) from them. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio will be a key part of your role, along with deepening the wallet from existing clients. You will need to coordinate with the product and research team to make investment decisions for the clients. Organizing seminars, workshops, and other business development activities will also be part of your responsibilities. Achieving budgeted targets in terms of the number of clients, volume of business, and assets is crucial. Continuous research...

Posted 3 months ago

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