Talengage
Private Wealth VP/AVP/Head/TL/RMClient NBFC/FintechExperience 5 to 15 yrsLocations Ahmedabad, Mumbai, Delhi, Hyderabad, Bangalore, Pune, Bhubaneshwar, Jamshedpur, Ranchi, CoimbatoreEducation Graduate/PGRequirement: Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. Establish…
Location Mumbai Education GraduateRoles & Responsibilities : Experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, AIF, Structured Products, etc. Handle and manage clients. Experience of advising clients across asset classes. The Relationship…
Location Mumbai Education GraduateRoles & Responsibilities : Experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, AIF, Structured Products, etc. Handle and manage clients. Experience of advising clients across asset classes. The Relationship…
1. Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting2. suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs.3. Responsible for generating revenue primarily through brokerage and TPP.4. Advising & execution of…
Organise client meetings to discuss financial goals, risk tolerance and investment preferences. Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning. Monitor and review clients\' financial progress regularly, ensuring alignment with their objectives and making adjustments.…