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Private Wealth Manager | Bengaluru
Raj Enterprise
Bengaluru / Bangalore
Not Disclosed
4 - 9 Years
Full Time
Views:887
Applicants:7
Posted on 30 Nov, -0001
In Office
Premium
Job Description | Responsibilities
- Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/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.
Overview
- Industry - BANKING / FINANCIAL SERVICES / BROKING
- Functional Area - Banking / Credit Cards / E-Commerce Payment Gateway
- Job Role - Wealth Manager
- Employment type - Full Time
- Work Mode - In Office
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
Wealth Management
Sales
Financial Services
Selling Skills
Bfsi
Investment Banking
HNI Client Handling
Leadership Skills
