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16/11 Richa Sharma
Talent Acquisition at Emerald Management Services

Views:286 Applications:64 Rec. Actions:Recruiter Actions:13

Private Wealth Manager/Wealth Manager/Private Banker (5-15 yrs)

Mumbai/Noida/Delhi/Kolkata/Jaipur/Chandigarh/Rajasthan/Punjab Job Code: 1181176

Role & Responsibilities

- Offer Private Banking/Wealth Management Services

- Acquiring and Managing relationships of HNI and Super HNI clients, retaining & enhancing advisory relationships.

- Service the investment requirements of HNI and Super HNI clients.

- To achieve sales targets in terms of income generated across all advisory products.

- To keep one self-updated on the financial markets and in advisory products/services in particular.

- Products covered - Direct Equity, Mutual Funds, Portfolio Management Services (third party), Insurance and Private Equity.

- Manage and analyze client's portfolio and update them on its performance.

Women-friendly workplace:

Maternity and Paternity Benefits

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