We have an immediate and urgent opening with a prominent integrated Financial Services Group offering a wide range of capital market services to its corporate and individual clients. Position : Relationship Manager - Wealth Management Location : Mumbai, Delhi, Pune, Bangalore. Kolkata, Hyderabad, Ahmedabad, Baroda &amp; Surat Job Responsibilities : - Understand investment needs &amp; create a long term Asset Allocation plan and managing complete family wealth - Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds. - Identify and execute on new business opportunities with existing clients - Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions Desirable Candidate Profile &amp; Experience : - Understanding in Equities MF, tax planning, financial planning, profiling, fixed income and exotic structures - Should be relationship oriented with good inter-personal and people skills - Impactful communication skills to effectively engage affluent consumers - Exceptional track record of managing portfolio of UHNI Clients - MBA, CA, CFA Interested candidates may apply here or call Kanika Pathak 9911179375. We shall revert to shortlisted candidates only.

Ahmedabad

Bangalore

Delhi

Gujarat

Hyderabad

Kolkata

Mumbai

Pune

Surat

Vadodara/Baroda

Relationship Manager - Wealth Management - Financial Services   

Relationship Manager - Wealth Management - Financial Services    ,Job Description for Relationship Manager - Wealth Management - Financial Services    in The Recruiters in  Ahmedabad Bangalore Delhi Gujarat Hyderabad Kolkata Mumbai Pune Surat Vadodara/Baroda for (7-15) years of experience. Apply Now!

Job Description for Relationship Manager - Wealth Management - Financial Services    in The Recruiters in  Ahmedabad Bangalore Delhi Gujarat Hyderabad Kolkata Mumbai Pune Surat Vadodara/Baroda for (7-15) years of experience. Apply Now!

Relationship Manager - Wealth Management - Financial Services    | iimjobs.com