Wealth Manager/Relationship Manager - Private Banking

3.00 to 5.00 Years Delhi 17 May, 2023

Job Location	Delhi
Education	Not Mentioned
Salary	Not Disclosed
Industry	Management Consulting / Strategy
Functional Area	Finance / Accounts / Tax
EmploymentType	Full-time

Job Description

Wealth Managers/Relationship Managers ( Pune, Mumbai, Delhi and Baroda) Leading Wealth Management Co looking for Wealth Managers / Relationship Managers based at Pune, Mumbai, Delhi and Baroda. - MBA with 3 - 5 years relevant work experience in a Wealth management/Private Banking platform.Ticket Size - mini 25 Lacs.Client Acquisition and Client management exp is must. Key responsibilities: - Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile.- Showcase entire product suite of the Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.- Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines.- Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.- Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.- Achieve revenue objectives as assigned by the organization.- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Skills required: - Self-starter, proactive & target oriented.- Strong networking & relationship building skills.- Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.,

Keyskills :
salesprivate clientsmarketingmutual fundscustomer relations

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Wealth Manager/Relationship Manager - Private Banking

Job Description

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