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AV Global Advisory Services
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Wealth Relationship Manager - NBFC Firm

Wealth Relationship Manager - NBFC Firm

AV Global Advisory Services

7 - 12 years

0 Lacs

bangalore chennai noida hyderabad kolkata delhi

Posted:1 month ago| Platform: Shine logo

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wealth wealth management private wealth wealth manager

Work Mode

On-site

Job Type

Full Time

Job Description

Role - Wealth Relationship Manager - - NBFC Firm

Location - Hyderabad, Chennai, Bengaluru, Noida, Kolkata, Delhi

Develop and provide financial solutions to clients based on their individual requirements.
Conduct timely and regular follow-ups with leads, and tag them on relevant broadcasts and news articles.
Expand the client base by onboarding new clients through direct engagement and referrals, thereby increasing AUM.
Schedule and conduct portfolio reviews of existing investors in a timely manner.
Upsell and cross-sell relevant products, while updating clients on primary and secondary market trends.
Share regular updates and research insights with investors.
Collaborate with the regional marketing and product teams to conduct promotional activities.

Interested applicants can apply or WhatsApp profiles to 8925889568

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AV Global Advisory Services

Consulting

New York

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Wealth Relationship Manager - NBFC Firm

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Wealth Relationship Manager - NBFC Firm

AV Global Advisory Services

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Wealth Relationship Manager - NBFC Firm