Wealth Manager

Boyenhaddin consultant Mumbai

3 - 9 Years
5 Openings
5.0 - 12.0 Lac/Yr
Posted 2 days ago
Face-to-Face interview
Delhi - Mumbai

Key Skills

Mutual Funds Equity Sales Private Banking Stock Broking Wealth Manager

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Job Description

department - wealth channel

designation: manager - affluent client relations

grade: m3 / m4

years of exp: 3 to 9 yrs

roles:

1. work closely with the branch team to reach out to high priority and affluent clients.

2. understand client needs and offer comprehensive wealth management solutions,

including investments, insurance, pms/aif and structured products.

3. achieve aum and revenue targets through cross-selling investment products to exiting

clients

4. ensure high standards of client servicing and compliance with internal and regulatory

guidelines.

5. keep updated on market trends, investment products, and global financial news.

6. proactively identify new business opportunities within existing and potential clients.

7. participate in marketing and client engagement events.

Experience
3 - 9 Years
No. of Openings
5
Education
B.C.A, B.Com, B.Sc, B.E, B.Tech, M.C.A, M.B.A/PGDM, M.Com, M.Tech, Any Master Degree
Role
Wealth Manager
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
Delhi