Job Description
Job Description
Job Role and Responsibilities:
• Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
Managing team and client relationships and generating AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTo research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.
To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.
To conduct and assist in organizing seminars, workshops and other business development activities.
Job Role and Responsibilities:
• Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
Managing team and client relationships and generating AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTo research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.
To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.
To conduct and assist in organizing seminars, workshops and other business development activities.
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Manager position is now open for candidates interested in the Bank Jobs sector. This role in Pune 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 Bank Jobs is a plus.