Manager/Senior Manager - Wealth Management - NBFC/FinTech

Client - NBFC /Fintech:

Education: Graduate / PG

ROLES & RESPONSIBILITIES:

- Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.

- Establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

- Experience working in a Private Bank/Wealth Management set up. Selling of products:

Mutual Funds, PMS, Structured Products, etc.

- Handle and manage clients. Experience of advising clients across asset classes Responsible for Acquiring Preferred clients (Affluent & Super Affluent)

- Maintaining client relationships and generate AUM from preferred clients.

- Advising clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients