Wealth Manager

3 - 8 years

3.0 - 8.0 Lacs P.A.

Delhi NCR, Mumbai, Bengaluru

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Cross SellingBrokingUltra HNI Client HandlingMutual Fund SalesUpsellingThird Party product SalesCross SalesPMSEquity SalesHNI Client HandlingAIF

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Responsibilities: Build and manage relationships with HNI & Ultra-HNI clients. Offer wealth management solutions, including Mutual Funds, AIFs, PMS, and Bonds. Develop personalized investment strategies based on client needs. Drive cross-selling and upselling of wealth products. Ensure compliance with financial regulations. Location-Delhi NCR,Bangalore,Chennai,Pune,Kolkata,Ahmedabad,Mumbai,Hyderabad,Pan india

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