Posted: 1 week ago
4-9 years
Chennai(Kottivakkam)
BFSI (Operations & Lending)
work from office
Full Time
Closes 3 Jan 2027
Posted: 1 week ago
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Job Description
Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to acquire new clients for wealth management services.
- Identify cross-sell opportunities for current accounts, insurance products, mutual funds, PMS, AIFs, structured products, and other financial solutions.
- Develop a deep understanding of client needs to provide tailored wealth management advice and solutions.
- Collaborate with internal teams to resolve customer queries and issues related to their investment portfolios.
- Stay up-to-date on market trends and regulatory changes to maintain expertise in the field.
Skills
Current AccountWealth ManagementWealth RelationshipRelationshipRMManagementAccountingCurrentStructured ProductsManagement ServicesWealthWealth ManagementIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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