Wealth Relationship Manager |Pune /Bangalore
iQuest Management Consultants
Mumbai | Pune
Not Disclosed
3 - 11 Years
Full Time - Permanent
Views:291
Applicants:6
Posted on 27 Mar, 2024
Job Description | Responsibilities
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Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
- Profiling Customers and provide financial products to meet customer needs
- Ensuring the highest levels of service to the High Net Worth customers
- Providing financial planning & Investment Advise
Overview
- Industry - HR Staffing & Recruitment Firms / Employment Agency / Background - Reference Check Firms
- Functional Area - Finance / Accounts / Tax / Company Secretary / Audit
- Job Role - Investor Relations - Head
- Employment type - Full Time - Permanent
- Work Mode - In Office
- Open To Hire - On Sabattical
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization