Relationship Manager - Wealth - Inviting applications for the role of "Relationship Manager Wealth",forareputedNBFC,involving: - Handling NTB and existing UHNI and HNI clients - Cross-Selling investment products like Mutual Funds, Bonds, PMS, AIF & Structured products. - Understanding clients risk profile and maximising the risk vs. reward balance. - Responsible for achieving targets as assigned by the organisation monthly. - Complying with KYC/SEBI rules, regulations, and legislation governing the financial services industry. - Providing regular updates to the immediate superior as and when required. Skills: - Minimum 6-7 years of experience in Wealth Management - Experience in AIF and PMS(mandatory) - Graduate/PG in Finance - Should have a base of UHNI clients in their sphere of influence

Mumbai

Delhi NCR

Delhi

Coimbatore

Relationship Manager - Wealth - Bank 

Job Description for Relationship Manager - Wealth - Bank  in Virtuous Advisors and Resources Pvt. ltd. in  Mumbai Delhi NCR Delhi Coimbatore MP for (6-7) years of experience. Apply Now!