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Posted on 7 Aug, 2024
- 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
- Accountable for acquisition of High net worth clients.
- 5+ years of experience in managing wealth products.
- Responsible for identifying customer needs and assessing their risk appetite.
- Responsible for cross selling products like Mutual funds, PMS etc. to the existing set of customers.
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
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