Wealth Manager & Advisor

10 - 18 years

20.0 - 22.5 Lacs P.A.

Pune, Mumbai, Ahmedabad

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Wealth managementDebt Marketasset managementAffluent Bankingportfolio management

Work Mode

Work from Office

Job Type

Full Time

Job Description

Requirement for a Relationship Manager who shall be responsible for Monitoring and addressing HNI and UHNI clients Investment requirements and will help clients achieve their Financial Goals through strategic portfolio analysis and suggesting them with right investment products. The role requires the candidate to be proficient in financial markets and wealth Management. 1. Establishing and Maintaining Powerful relationship with clients. 2.Responsible for selling various financial products such as Mutual funds, Life and Health insurance,Other structured and wealth products. 3.Sucessfully onboard UHNI customer on Monthly basis along with Revenue. Qualification Min 3 yrs relevant experience in Affluent Banking and Wealth domain. MBA / Relevant degree Should have good knowledge and understanding of Equsity and Debt Market and Wealth Products.

Business Consulting and Services
CHENNAI Tamil Nadu

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