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AVP- Wealth Relationship Manager - 8+ years Looking for a professional with at least 8 years as "Wealth Relationship Manager" who is proactively involved in Onboarding, Handling and Managing HNI / Ultra HNI clients. If this sounds aligned, apply with us!!! Location: Mumbai Your future employer: An investment advisory and money manager, which provides innovative investment solutions to High Net-Worth Individuals (HNI's) and ultra- HNI's, with extensive use of technology abled platforms. Responsibilities: 1. Onboarding, Handling and Managing HNI/Ultra HNI clients. 2. Achieving Annual revenue, AUM & Strategic product targets in the respective geography. 3. Aiming for consistent growth of customer wallet share and book size. 4. Advising and meeting clients on their business and investment needs based on their risk appetite 5. Constantly reviewing client portfolios 6. Adhering to all regulatory, statutory, and corporate compliance standards. Requirements: 1. 8+ yrs of experience in Wealth Management space 2. Must have completed MBA from a premier business school. 3. Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets. 4. Good communication and presentation skills. What is in it for you? 1. Fast track career growth 2. Market leading remuneration 3. Liaise extensively with stakeholders.

Mumbai

AVP - Wealth Relationship Manager - HNI/Ultra HNI - IIM/FMS/MDI/XLRI 

Job Description for AVP - Wealth Relationship Manager - HNI/Ultra HNI - IIM/FMS/MDI/XLRI  in CRESCENDO GLOBAL LEADERSHIP HIRING INDIA PRIVATE L in  Mumbai for (8-15) years of experience. Apply Now!

AVP - Wealth Relationship Manager - HNI/Ultra HNI - IIM/FMS/MDI/XLRI  | iimjobs.com