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Manager - Private Banking/Private Wealth - HNI Segment - NBFC (3-14 yrs)
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
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