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Job Description
Key Responsibilities:
- Manage and grow relationships with Affluent / HNI customers.
- Handle Assets Under Management (AUM) of - 100 Crores and above.
- Provide financial planning and investment advisory to clients.
- Monitor and manage client portfolios and recommend suitable investment strategies.
- Acquire new clients and expand the wealth management portfolio.
- Deliver excellent client service and relationship management.
Looking to get Placed? Try our Placement Guarantee Plan
- Minimum 6+ years of experience handling affluent or HNI clients.
- Experience managing - 100 Cr+ AUM client portfolio.
- Strong communication, negotiation, and relationship management skills.
- Good knowledge of wealth products and financial advisory services
Skills
BankingPrivate BankingSalesBFSI SalesAdvisoryAdvisory ServicesFinancial AdvisoryInvestment StrategiesManagement SkillsWealthWealth ManagementPrivate BankingIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
10 Jul 26, 02:33 PM IST
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