Wealth Manager

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Job Title : Wealth Manager
Gender Preference : Any
Number Of Vacancy : 1
Industry Area : Sales/Marketing
Key Skills : acquiring Preferred clients,individual client,Ultra HNI
Qualification : Diploma, Professional Degree, B.A, B.B.A, B.Com
Salary (Per Annum) : 3 Lac 50 Thousand To 7 Lac
Work Experience : 1 - 10 Years
Job Requirement : 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


Job Country : India
Job State / U.T. : Maharashtra
Job City : Mumbai


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