Job Description
We are #hiring #wealthmanagers for a leading NBFC firm.
Job Title- Wealth Manager
Location- Delhi
CTC- Best as per industry standards
Roles & Responsibilities-
• To ensure new client acquisition, retention, AUM growth leading to revenue generation.
• To conduct financial planning and assessment and portfolio management of clients.
• To contribute to customer satisfaction initiative.
• To ensure policy adherence and coordination.
Interested candidates can drop their CV to jewel@circleuphr.com with the following details for a confidential discussion.
• Current CTC
• Notice Period
• Current AUM
• Expected CTC
Job Title- Wealth Manager
Location- Delhi
CTC- Best as per industry standards
Roles & Responsibilities-
• To ensure new client acquisition, retention, AUM growth leading to revenue generation.
• To conduct financial planning and assessment and portfolio management of clients.
• To contribute to customer satisfaction initiative.
• To ensure policy adherence and coordination.
Interested candidates can drop their CV to jewel@circleuphr.com with the following details for a confidential discussion.
• Current CTC
• Notice Period
• Current AUM
• Expected CTC
💡 Quick Summary
Seeking a career-building opportunity? The Portfolio Manager| Senior Portfolio Manager position is now open for candidates interested in the Remote Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Remote Jobs is a plus.
