ROLES & RESPONSIBILITIES:  - The relationship manager will be responsible for acquiring and maintaining client relationships using the company Family Office platform  - Advising Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  - Track the Ultra HNI segment in the market for new client acquisition  - To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios  - Constantly monitor client portfolio and recommend appropriate investment solutions and ensuring compliant sales and maintaining the Sales quality levels, via periodic audit checks and review of sales processes  - To coordinate with product and research team for taking investment decision for the clients  - To conduct and assist in organizing seminars, workshops and other business development activities  - To prepare the MIS reports in the specified formats  PRE-REQUISITES:  - Senior wealth managers with prior experience working in a private bank/wealth management set up  - Handle and manage clients with a minimum Investment amount 1cr.  - Experience of advising clients across asset classes  - Strong analytical skills and willingness to enhance knowledge levels through rigorous learning.

Delhi NCR

Mumbai

Wealth Manager - Family Office/Private Wealth - NBFC 

Wealth Manager - Family Office/Private Wealth - NBFC  ,Job Description for Wealth Manager - Family Office/Private Wealth - NBFC  in Mount Talent Consulting in  Delhi NCR Mumbai for (5-12) years of experience. Apply Now!

Job Description for Wealth Manager - Family Office/Private Wealth - NBFC  in Mount Talent Consulting in  Delhi NCR Mumbai for (5-12) years of experience. Apply Now!