Talent Zone Consultant

Wealth Manager

1 - 10 Years


Job Description

The relationship manager will be responsible for acquiring Preferred clients (HNI /Ultra HNI having AUM 5 CR & below single individual client).
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the HNI/Ultra HNI 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.

We are looking someone who has experience in handling wealth product

Salary 3 Lac 50 Thousand To 7 Lac P.A.
Industry Sales/Marketing
Work Experience 1 - 10 Years
Qualification Diploma, Professional Degree, B.A, B.B.A, B.Com

Key Skills

acquiring Preferred clients individual client Ultra HNI

Company Profile

Company Name

Talent Zone Consultant

About Company TALENT ZONE Consultants is known for offering best recruitment solutions in Bangalore includes Outsourcing Services, HR Consultancy in Bangalore, Campus ...
Email ID info@talentzoneconsultant.com

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