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Relationship Manager Wealth

5.00 to 10.00 Years   Hyderabad   05 Feb, 2025
Job LocationHyderabad
EducationNot Mentioned
SalaryRs 22 - 34 Lakh/Yr
IndustryNBFC ( Non Banking Financial Services )
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Exciting career opportunity -Wealth For NBFC- HyderabadWe are currently looking for talented individuals to join us in providing top-tier financial advice to our clients, ensuring their investments are optimized for growth while managing risk effectively.Job Role -
    1. Providing financial solutions for high net worth clients.
    2. Monitor financial market trends to ensure that client plans are responsive.
    3. Must ensure the growth of AUM / Book Size
    4. Responsible for achieving targets based on acquisition and revenue generation through investment products.
    5. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
    6. Sharing model portfolios with clients
    7. Strong client UHNI network and relationships
    8. Exceptional communication skill

Keyskills :
hni saleshni client handlinghni acquisitionwealth managementuhni

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