The Client is Leading Financial Institution (NBFC) Wealth Management space based at Mumbai  Locations : Mumbai/Delhi  Candidates with relationship management experience in wealth management space.   Role & Responsibilities :   - To prospect, acquire and retain clients. To build and maintain client bases.   - To research, investigate and update existing clients on available investment opportunities/financial market trend   - To understand client's needs & requirements and accordingly position products & services   - To coordinate with product and research team for taking investment decision for the clients   - To recommend strategies clients can use to achieve their financial objectives, including specific recommendations   - Managing, advising and restructuring the portfolios   - To achieve budgeted targets in terms of number of clients/volume of business & assets   - To contact clients periodically and determine if they are satisfied with the service and returns generated.   - To provide various investment performance reports and summaries to the clients   - To prepare the MIS reports in the specified formats   Requirement :   - MBA from tier 1 B-School   - Excellent Communication skills   - Proven relationship management skills

Delhi NCR

Mumbai

Manager/Senior Manager/AVP - Wealth Management - NBFC - IIM/MDI/ISB/FMS 

Manager/Senior Manager/AVP - Wealth Management - NBFC - IIM/MDI/ISB/FMS  ,Job Description for Manager/Senior Manager/AVP - Wealth Management - NBFC - IIM/MDI/ISB/FMS  in Atrios Consulting in  Delhi NCR Mumbai for (2-8) years of experience. Apply Now!

Job Description for Manager/Senior Manager/AVP - Wealth Management - NBFC - IIM/MDI/ISB/FMS  in Atrios Consulting in  Delhi NCR Mumbai for (2-8) years of experience. Apply Now!