Job Description
• Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
• To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
• To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
• To coordinate with product and research team for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and...
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Manager position is now open for candidates interested in the Marketing Executive Jobs sector. This role in Rajethan 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 Marketing Executive Jobs is a plus.
