9 - 10 years
12 - 15 Lacs
Posted:20 hours ago|
Platform:
Work from Office
Full Time
Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products
Engage with HNI/UHNI clients & understand their investment aspirations
Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio
End to end client relationship mgmt.
Monitoring clients portfolio & updating clients about market events & possibilities
Act as a strong bridge between the Research & Analysis team for regular updates
9 - 10 years of experience in Wealth , PMS,AIF, Investment Advisory, Family Offices or Private Banking .
Should be in Current or previous organization for atleast 2 years minimum as stability factor
Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management /PMS/AIF/Private Banking with excellent Communication & Client engagement skills . Requisite certifications mandatory
(Non Acquisition experience analyst not managing portfolios & Br Banking candidates kindly excuse )
CTC ; 12 - 15 lacs (Negotiable for the right candidate)
The Firm P
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Instantly access job listings, apply easily, and track applications.
kolkata, pune, bengaluru
12.0 - 15.0 Lacs P.A.
new delhi, gurugram, delhi / ncr
5.0 - 12.0 Lacs P.A.
5.0 - 12.0 Lacs P.A.
7.0 - 8.0 Lacs P.A.
pune, mumbai (all areas)
4.0 - 8.0 Lacs P.A.
ahmedabad, vadodara, mumbai (all areas)
8.0 - 18.0 Lacs P.A.
kolkata, pune, bengaluru
12.0 - 15.0 Lacs P.A.
hyderabad
10.0 - 20.0 Lacs P.A.
navi mumbai
10.0 - 20.0 Lacs P.A.
bengaluru
10.0 - 20.0 Lacs P.A.
