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Wealth Manager in NBFC

Place of work Mumbai
Contract type Full-time
Start date -
Salary -

Job details

Job description, work day and responsibilities

About Our Client

The client is a Indian NBFC company with multiple offices

Job Description

Private Wealth - Manager / Sr Manager/AVP / VP / Sr VP

Experience - 2 yrs to 25+ yrs

Location - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata

Education - Graduate /PG

ROLES & RESPONSIBILITIES: -
• Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management
• Selling of products : Mutual Funds, PMS, Structured Products etc
• Handle and manage clients.
• Experience of advising clients across asset classes
• To prospect, acquire and retain clients
• To achieve budgeted targets in terms of number of clients/volume of business & assets.
• To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
• To understand clients needs & requirements and accordingly position products & services
• Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individ
• Maintaining client relationships and generate AUM
• Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

The position is suitable for candidates with education

This position is suitable for fresh graduate

Company address

India
Maharashtra
Mumbai Show on map Get directions
Company Name: Talengage
You will be redirected to another website to apply.
Apply and send CV
Offer ID: #1244643, Published: 1 hour ago, Company registered: 1 month ago

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