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AV Global Advisory Services
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Wealth Relationship Manager

Wealth Relationship Manager

AV Global Advisory Services

5 - 10 years

|

0 Lacs

Posted:1 week ago| Platform: Shine logo

Apply

Skills Required

management wealth uhni

Work Mode

On-site

Job Type

Full Time

Job Description

Urgent Vacancy with Leading NBFC

Role - Wealth Relationship Manager

Location - Hyderabad

Job Description

Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles
Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM
Initiate portfolio review of the existing investors in a timely manner
Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends
Share regular updates with the investors with regards to the schemes, research papers, etc.
Conduct regular marketing activities in coordination with the regional marketing team and product team

Interested Candidates Kindly share updated profiles to 8925889561

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AV Global Advisory Services

Consulting

New York

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