Wealth Manager
Published date: 2024/01/10
- Location: Pune, Maharashtra, India
Job Description
Job Role and Responsibilities:
• Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
Managing team and client relationships and generating AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTo research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.
To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.
To conduct and assist in organizing seminars, workshops and other business development activities.
Job Role and Responsibilities:
• Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
Managing team and client relationships and generating AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTo research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.
To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.
To conduct and assist in organizing seminars, workshops and other business development activities.
0 page views
Related listings
-
Inside Sales ExecutiveBankSales / Retail / Business Development / Counseling Job Description • Give clear and accurate information of the current immigration laws & policies. • Provide a fair and neutral evaluation of a candidate’s profile. • Provide insights into the opt...2026/11/10
-
Inside Sales ExecutiveBankSales / Retail / Business Development / Counseling Job Description • Give clear and accurate information of the current immigration laws & policies. • Provide a fair and neutral evaluation of a candidate’s profile. • Provide insights into the opt...2026/11/10
-
Graduate FemaleBankCANDIDATE PROFILE Commerce or Management Graduate Fluent in English Proficient in MS Office (Word, Excel) Able to join by 8th Feb 2023 JOB DESCRIPTION Emailing Operations Billing Loan Transaction facilitation Vendor payments Data Compilation Financia...2026/11/10