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Relationship Manager - Wealth Firm (4-12 yrs)
Relationship Manager - Wealth
This is regarding A job opening for Wealth RM with A newly Established Wealth firm in Hyderabad/Bangalore.
JD :
The Wealth Manager will be responsible for acquiring new HNI clients and maintain the existing relationships by offering customized wealth management services. The key focus is on growing the book/AUM and generate revenue along with offering customized portfolio of investment products aligned to customer needs.
Major responsibilities include :
- To Provide financial solution to the Wealth Customers in line with the client's risk reward expectations.
- Increase the customer wallet share by cross selling the Investment Banking products (structured) along with third party investment products.
- Comply with KYC/SEBI rules, regulations and legislation governing the financial industry.
- Maintain high service standards with complete transparency ,trust and integrity .
If you are interested than pls share your cv OR call on 8511915231.
Seema Tiwari
8511915231
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