Client is one the leading broking setups in the country, part of a larger financial services conglomerate. This is an individual contributor role. - Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client's profile. - Showcase entire product suite to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. - Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines. - Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks. - Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth. - Achieve revenue objectives as assigned by the organization. - Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Ideal Candidate Profile : - 6 - 8 years relevant work experience in a Wealth management/Private Banking platform. - Post graduate from a premier institute. - Self-starter, proactive & target oriented. - Strong networking & relationship building skills. - Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

Delhi NCR

Manager/Senior Manager - Wealth Relationship Manager - Broking 

Manager/Senior Manager - Wealth Relationship Manager - Broking  ,Job Description for Manager/Senior Manager - Wealth Relationship Manager - Broking  in Michael Page International in  Delhi NCR for (6-8) years of experience. Apply Now!

Job Description for Manager/Senior Manager - Wealth Relationship Manager - Broking  in Michael Page International in  Delhi NCR for (6-8) years of experience. Apply Now!