Sr Manager - Wealth Management - Financial Group

We are having an urgent opening for Senior Manager (Wealth Management) with one of the leading Financial group company for Mumbai and Bangalore locations.

Request to check the below Job Details and revert back with your Updated resume, ASAP.

Note. 1. Please mention your current salary and notice period.

2. Current Portfolio size

Job Details :

Must : Experience of Private Banking

Responsible for acquisition of new HNI/UHNI/HNW, corporate clients & offering wealth management products, services.

Build and Manage relationships that result in successful long term partnerships

Cross selling of the MOSL basket of Investment Products to all clients.

Maintaining and leveraging on the relationship with clients acquired.

Generating referrals and other such ideas to continuously grow business in terms of revenue, AUM and count of eligible families.

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