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Payal

Partner at Premier Consultants

Last Login: 01 May 2024

216

JOB VIEWS

49

APPLICATIONS

10

RECRUITER ACTIONS

Job Code

1092429

Relationship Manager - Wealth - Wealth Management Firm

5 - 15 Years.Mumbai/Pune/Bangalore
Posted 1 year ago
Posted 1 year ago

Relationship Manager -Wealth - Wealth Management Company

This is regarding opening with a wealth Management as a Relationship Manager Wealth

Designation : Relationship Manager - Wealth

Experience : 5+ years of work experience in acquisition of wealth clients HNI, UHNI, family office etc

Grade : Mid to senior level

Industry : BFSI

Division : Wealth Management

NOTE : Individual Contribution

Location : Mumbai/Pune/Bangalore

Job role :

- To provide financial solutions to high-net-worth individuals in accordance with their risk-reward preferences.

- Cross-sell Investment Banking products (structured) with third-party investment products to increase customer wallet share. Comply with KYC/SEBI norms, regulations, and legislation controlling the financial industry.

- Maintain high service standards by being completely transparent, trustworthy, and honest.

If this excites you kindly call me on 9924777720

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Posted By

user_img

Payal

Partner at Premier Consultants

Last Login: 01 May 2024

216

JOB VIEWS

49

APPLICATIONS

10

RECRUITER ACTIONS

Job Code

1092429

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