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Wealth Management

2.00 to 4.00 Years   Mumbai City   27 Mar, 2019
hCapital
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
Industryecruitment Services
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

  • Handling and managing Ultra HNI clients.
  • Aiming for consistent growth of customer wallet share and book size.
  • Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions
  • Active investment strategies made available to clients from different entities exclusively as per clients requirements.
  • Constantly review client portfolios and give a birds eye view.
Desired Candidate Profile
  • MBAs from tier-1 institutes preferred
  • Must have handled UHNI clients with per client AUM of around Rs 5 Cr.
,

Keyskills :
wealthmanagementinsurancemanagementsharedservicesstructuringbusinessdevelopmentsaleshniassetultraassetmanagementbankingriskupp

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