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For Employers

Wealth Manager

VEERWAL GETWORK SERVICES PRIVATE LIMITED

4 - 9 years

|

2 - 6 Lacs

Posted:3 hours ago| Platform:

Apply

Skills Required

wealth management relationship manager bfsi pms financial planning mutual funds acquisitions sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
Maintaining client relationships and generate AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the Affluent & Super Affluent Client segment in the market for new client acquisition.

Preferred candidate profile

Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.
Handle and manage clients with a minimum Investment amount of Rs 50Lakhs and above.
Experience of advising clients across all asset classes.
Experience of Cross Sales PMS , AIF , Mutual Funds .
Candidates having good vintage in their present as well as previous companies.
Minimum 4 Years experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.

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VEERWAL GETWORK SERVICES PRIVATE LIMITED

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