Wealth Manager

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

  Post Graduate (M.C.A, M.B.A/PGDM, M.Com, M.Tech, Other 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