Manager - Private Banking/Private Wealth - HNI Segment - NBFC

We have a role with one our clients in their Wealth Management team. Details given below

Organisation : A NBFC - Wealth Manager

Location : Mumbai

Job Profile :

- Managing Emerging affluent / HNI clients and cater to their financial requirements

- Provide them with Investment products & Services basics of their goals/ objectives and risk appetite and increase their wallet share with the company

- Acquiring new clients through reference and other sources & grow the overall relationship

- Achieve budgeted targets while marinating a healthy Product mix (MF, Equity, Wealth & PSG/HL)

Desired Skills & Experience :

- Client engagement skills

- Good knowledge of Financial Markets (MF, Wealth & Equity)

For more details kindly connect with Alisha Savla - +91 22 40680476