2 - 4 Years
Not Disclosed
Full Time - Permanent
Mumbai (All Areas)

Views:54

Applicants:1

Posted on 31 Aug, 2024

Overview
  • Industry - Market Research Firms
  • Functional Area - Banking / Credit Cards / E-Commerce Payment Gateway
  • Job Role - Wealth Manager
  • Employment type - Full Time - Permanent
  • Work Mode - In Office
Job Description | Role and Responsibilities

  • Manage wealth portfolio for the HNI clients in private banking domain.
  • Deliver NNM, AUM, and revenue growth targets and key operating metrics
  • Implement an asset allocation in line with the client needs, and model portfolios as benchmarks.
  • Deliver, monitor and review solutions to clients based on client investment profile

Candidate Profile | Who Can Apply
Education
  • Any Graduate - Any Specialization
  • Any Post Graduate - Any Specialization
  • Any Doctorate - Any Specialization
Job Related Keywords
About Employer
Contact Details
Email - strategy@soniryresearch.com