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Wealth Manager | Indore

SkillGenic

Indore

Not Disclosed

3 - 8 Years

Full Time

Views:106

Applicants:1

Posted on 28 Feb, 2024

In Office

Job Description | Responsibilities

  • Acquisitions of HNI Clients by tracking Affluent & Super Affluent client segment in the market for new clients.
  • Maintaining client relationship and generate AUM from proffered clients.
  • Advising Affluent clients on their investments and managing their overall financial portfolio and depending the wallet from the existing clients.

Overview

  • Industry - Miscellaneous / Others
  • 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 Manager Wealth Management Wealth Communication Skills