We have opportunity with one of financial company started operations in 2014 providing various wealth management services to Retail / Affluent / HNIS / UHNIS / NRI etc based in Mumbai. Company is looking for candidates who are ready and keen from Client Sourcing to Client Servicing with help of operations team Candidate should have thorough understanding of security markets and portfolio analysis. Note : Initially this role starts in individual space and depending upon your performance in the company team would be assigned Its 6 days working profile (Monday-Saturday) in regular working hours - Candidate should have strong book size along with him so that he should not relay only on company book only. - They looking for the candidates who are looking to explore opportunity not as regular job but as base where he can utilise his experience till date which he gain to next level Job Profile : - To service a portfolio of clients and responsible to maintain a high level of client satisfaction. - Build relationships with existing customers. Monitor he client portfolios and do periodic reviews with the client to ensure that the portfolio performance is in line with the client's expectation. - Advise HNIs and Ultra HNI clients on various investment options including mutual funds, structured products, -derivatives, PMS, in line with their financial goals (supported internally by the Advisory Team) - Identify/develop new HNI clients through referrals, follow-up on leads through existing clients. - Good communication and presentation skills.

Mumbai

AVP/VP/Relationship Manager - Wealth Management - BFSI 

AVP/VP/Relationship Manager - Wealth Management - BFSI  ,Job Description for AVP/VP/Relationship Manager - Wealth Management - BFSI  in The Concept in  Mumbai for (10-20) years of experience. Apply Now!

Job Description for AVP/VP/Relationship Manager - Wealth Management - BFSI  in The Concept in  Mumbai for (10-20) years of experience. Apply Now!