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Private Wealth Manager | Mumbai

Talengage

Mumbai

Not Disclosed

3 - 5 Years

Full Time

Views:149

Applicants:4

Posted on 17 Apr, 2024

In Office

Job Description | Responsibilities

  • Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products
  • Acquisition of new clients.
  • Explaining various products and services to prospective clients
  • Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services

Overview

  • Industry - ADVERTISING / PUBLIC RELATIONS / MARKETING / EVENTS
  • 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

Private Wealth Manager Wealth Manager Private Wealth Managment Wealth Management Asset Management