We are hiring for Wealth Manager for various location.
Position - Wealth Relationship Manager (NBFC)
Experience - Min. 3 Years
CTC - Hike on current CTC
Location - Delhi, Mumbai, Ahmedabad, Hyderabad, Cochin, Trivandrum, Gwalior, Alwar, Chandigarh, Amritsar.
Responsibilities :
- The candidate shall be responsible for the Promotion, Development
- Handling of Client Relationships related to Financial Planning and Wealth Management.
- Monitor and address HNI clients banking and Investment requirements
- Use financial acumen and investment expertise to review a client personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals
- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness Achievement of product-wise targets.
- Products- Stock, MF, Derivatives, commodities, currency, Insurance, etc.
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