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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

In Office

Job Description | Responsibilities

  1. 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

Job Related Keywords

High Net Worth Individuals Investment Wealth Management wealth third party Portfolio Management Accounts

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