Urgent Hiring as Wealth Manager in NBFC Company

Urgent hiring as Wealth Manager in NBFC Company

Job location :- Mumbai , Gurgaon , Delhi

Salary :- Upto 15 LPA

Experience : Min 5 Years

Role & responsibilities

• The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent &

Super Affluent)

• He/She would be responsible to drive the TPP sales through branch sales team and advisors.

• Maintaining client relationships and generate AUM from preferred clients.

• Advising Affluent clients on their Investments and managing their overall financial

portfolio and deepening the wallet from existing clients

• Track the Affluent & Super Affluent Client segment in the market for new client

acquisition

• To research, investigate and update themselves on available investment

opportunities/financial market trend to determine whether they fit into clients

portfolios.

• To coordinate with product and research team (Centralize CFP Team) for taking

investment decision for the clients.

• To conduct and assist in organizing seminars, workshops and other business

development activities.

Preferred candidate profile

Having a experience Min 5 Years into wealth / Investment Products / Mutual funds / Banking

NISM VA Mandatory

Interested candidate please share me your cv at sharvan@getwork.org

HR Sharvan

8800790797