Relationship Manager - Wealth Management - Stock Broking Firm

Wealth Management and Relationship Management, a Manager level position.

Location : Bangalore, Chennai, Delhi and Hyderabad

Salary : 20-25LPA CTC

Note : This is for a senior level position.

About the client :

- Company Name : Nuvama, formerly known as Edelweiss Wealth Management

- Industries : Financial Services

- Headquarter Location : Mumbai

- Nature of Offering : Equity, Derivatives, Currency, Commodity, Mutual Funds, Fixed Income, IPOs, Gold ETFs, and and Finance

- Founding Year : 2009

- No. of Employees : 1000-5000

We are hiring for one of the leading Stock broker and distributor in India who is looking to hire in the Relationship Management domain with the below mentioned expertise :

- A demonstrated history of working in the Private Banking industry.

- Skilled in Business Relationship Management, Banking, Business Development, Branch Banking, and Sales Management.

- Management of HNI clientele

- Having experience of managing a book of 20 Crore.

- Develop and implement wealth management plans for clients, including investment strategies, risk management, and estate planning.

- Monitor client portfolios and make recommendations for changes as needed to help them reach their financial goals.

- Keep abreast of changes in the financial markets and regularly communicate with clients about how these changes may impact their investments.