Manager/Sr Manager/Assistant VP - Wealth Management - HNI/UHNI - BFSI

Currently we are hiring for the position of "Manager/ Sr. Manager / Asst VP - Wealth Management" with a leading Financial Service Company in Bangalore, PFB details

Exp: 3+ years.

Location : Bangalore

Roles & Responsibilities:

- Responsible for identifying customer needs & giving solutions across various asset classes - Equity / Debt / Real Estate / Commodities / Currency / Alternate Investments

- Offer Project Finance, Lending against Shares / MF / Property / Gold

- Offer holistic Wealth Management solutions to HNI and UHNI clients

- Responsible for building AUM & Revenue generation as per company benchmarks

- Adding value to the client and staying ahead of the competition by structuring and implementing innovative deals

- Responsible for meeting cross sales targets

- Ensuring high quality service and Key Customer Relationship Management

Essential Skills:

- Aggressive and confident individuals with strong client relationships

- AMFI certified preferred

Interested can share your updated CV or reach me on 7795688662..

Renold
Business Development Executive.