Company Description
Our client is one of the leading NBFC.
Wealth Manager / Sr Manager Wealth
Experience - 4+ years in Financial Industry/ Private Wealth / Capital Markets / Private Banking
Location -Mumbai , Delhi ,Pune ,Kolkata, Chennai , Jaipur,
Education - UG / PG
Role Description
- Experience in private wealth management, portfolio management, and client relationship management
- Proven track record of achieving financial targets and business growth
- Excellent knowledge of financial products, market trends, and regulatory requirements.
- Preferred Banking, Financial Services, Wealth Management
- Generating AUM through selling of Mutual Funds , Bonds ,PMS, AIF , Structured Products
- Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues
- To ensure achievement of acquisition, activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers
- To ensure achievement of business and revenue targets attributed for the company
