Wealth Manager Bank (5 10 Yrs) Delhi Ncr/mumbai/hyderabad (bfsi Sales)

Year    India, India

Job Description


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 Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent).- Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products ) from preferred clients.- Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.- Track the Affluent & Super Affluent Client segment in the market for new client acquisition.- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.- To conduct and assist in organizing seminars, workshops and other business development activities. (ref:updazz.com)

updazz .com

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Job Detail

  • Job Id
    JD3533098
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    India, India
  • Education
    Not mentioned
  • Experience
    Year