HR Desire
Location
Delhi | India
Job description
We have openings for Wealth Manager
Duties:
The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) He/She would be responsible to drive the TPP sales through branch sales team and advisors. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investmentopportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Qualifications: - An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financialplanning/Wealth Management. Other qualifications like CFP will be an advantage.
Email: nbsingh.hrdesire @ gmail.com
Thanks & Regards,
Team hr desire
7719594751- whatsapp
Job tags
Salary
