0 - 5 Years
Not Disclosed
Full Time - Permanent
Mumbai (All Areas)

Views:19

Applicants:0

Posted on 9 Dec, 2024

Overview
  • Industry - HR / OD / L&D / Training / Counselling / Coaching Firms
  • Functional Area - Banking / Credit Cards / E-Commerce Payment Gateway
  • Job Role - Relationship Executive / Manager
  • Employment type - Full Time - Permanent
  • Work Mode - In Office
Job Description | Role and Responsibilities

  • Build and maintain long-term relationships with HNW and UHNW clients.

    Understand clients’ financial goals, risk tolerance, and preferences to provide tailored advice.

    Conduct regular portfolio reviews and update clients on market trends and performance.Develop customized wealth

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 - sneha.mishra@wtgconsultants.in,