0 years
0 Lacs
Posted:3 months ago|
Platform:
On-site
Full Time
Founded in 1995, SPA Group has positioned itself as one of India’s leading financial advisory firms. We offer a comprehensive suite of solutions across various domains, including wealth management, insurance broking, investment banking, merchant banking, corporate finance, transaction advisory, and valuation services. Our commitment to professionalism and client-centric focus has earned us the trust of prominent corporations, family enterprises, high-net-worth individuals, financial institutions, and government agencies.
This is a full-time on-site role for a Wealth Manager - Relationship Manager located in Mumbai. The Relationship Manager will be responsible for getting new clients and providing financial planning and investment management services, advising clients on investment opportunities, managing client relationships, and ensuring that clients achieve their financial goals. The role also includes evaluating clients' insurance needs and providing appropriate solutions.
SPA Capital Services Ltd.
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