Private Wealth VP/AVP/Head/TL/RMClient NBFC/FintechExperience 5 to 15 yrsLocations Ahmedabad, Mumbai, Delhi, Hyderabad, Bangalore, Pune, Bhubaneshwar, Jamshedpur, Ranchi, CoimbatoreEducation Graduate/PGRequirement: Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. Establish…
Location Mumbai Education GraduateRoles & Responsibilities : Experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, AIF, Structured Products, etc. Handle and manage clients. Experience of advising clients across asset classes. The Relationship…
Location Mumbai Education GraduateRoles & Responsibilities : Experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, AIF, Structured Products, etc. Handle and manage clients. Experience of advising clients across asset classes. The Relationship…
1. Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting2. suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs.3. Responsible for generating revenue primarily through brokerage and TPP.4. Advising & execution of…