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For Employers

Wealth Manager

Darsh Recruitment Consultancy

1 - 31 years

3 - 4 Lacs

mumbai/bombay

Posted:1 day ago| Platform: Apna logo

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Skills Required

drive management planning portfolios database marketing

Work Mode

On-site

Job Type

Full Time

Job Description

Job Position: Wealth Manager Job Location : Ghatkopar 1- 2 years Experience Salary: As per profile Age Criteria - 45 Job Objective: Drive AUM growth through client management and new customer acquisition via HNI and corporate channels. Ensure revenue growth by cross-selling products. Individual contributor role. Job Description: • Build AUM with strategic sales plans. • Cross-sell products and update clients on market trends. • Conduct financial planning for HNI and retail clients. • Suggest tailored investment solutions. • Review and diversify portfolios. • Expand client database for various financial products. • Conduct sales calls and follow-ups. • Showcase products in marketing activities. Industry: Financial Services Employment Type: Full-time

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Wealth Manager