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Wealth Manager/ Private Banker

2 - 7 years

4 - 8 Lacs

Posted:11 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Roles & Responsibilities
- Build and nurture relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), Family Offices, and Corporates. - Introduce and recommend financial products across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). - Deliver personalized investment solutions aligned with clients' financial goals and risk appetite. - Drive Asset Under Management (AUM) growth, net sales, and market share expansion. - Develop and implement strategies to maximize client retention and acquisition.

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