AVP/VP - Wealth Relationship Manager - HNI/UHNI

Opening Relationship Manager Wealth

Designation - AVP/VP

Location - Mumbai

Company One of the leading financial services firm

Role & Responsibilities:

- Develop new relationship and expand existing relationship with Ultra/High Net worth customer to increase the current book in order to facilitate revenue growth

- Offer Wealth Management Services through various products

- Reviewing the financial position of clients, funds flow and clarifying their short, medium and long-term goals to recommend appropriate investment plans

- Carrying out periodical review of performance against past results and developing strategies for further course of action

- Extending advisory services to clients with focus on substantially improving their investment value