Wealth Manager

• Acquire NRI, HNI, and Ultra HNI customers, generate leads, and build relationships to increase AUM.
• Achieve revenue targets through the sale of Unlisted and Pre-IPO shares.
• Provide financial planning assistance and coordinate with product and research teams for investment decisions.
• Serve as the one-point contact for customers.

Overview

• Industry - BANKING / FINANCIAL SERVICES / BROKING
• Functional Area - Finance / Accounts / Tax / Company Secretary / Audit
• Job Role - Manager - Finance & Accounts
• Employment type - Full Time - Permanent
• Work Mode - In Office

Qualifications

• Any Graduate - Any Specialization
• Any Post Graduate - Any Specialization
• Any Doctorate - Any Specialization

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