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Edelweiss Financial logo

Wealth Manager - Mumbai / Hyderabad / Pune

3 - 8 years

10 - 20 Lacs

Pune Hyderabad Mumbai (All Areas)

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Client Acquisition Wealth Management Portfolio Management PMS MF Investment Advisory HNI Acquisition HNI Client Handling Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities Monitor and address HNI clients banking and Investment requirements Functional Responsibilities. Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness. Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio. Ensuring need based product approach towards clients and regular reporting of product penetration. Conduct risk profiling of all mapped clients for better advisory on investment needs. Job Requirements Qualifications : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization Experience - Minimum 3 years in Wealth Management Functional Competencies Ability to manage relationships to improve relationship value of existing customers Ability to build and maintain long term relationships, deepening relationship and growing revenues Ability to provide seamless and superior service delivery Ability to ensure compliance with key regulatory and bank level requirements. Operation External Nature or purpose of interaction • Corporate • Channels • AUM

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Edelweiss Financial
Edelweiss Financial
www.edelweissfin.com

Financial Services

Mumbai

Over 2000 Employees

4 Jobs

    Key People

  • Rashesh Shah

    Chairman & CEO

  • Bhavesh Shah

    Vice Chairman

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