Senior Manager/Assistant Vice President/Deputy Vice President - Relationship/Wealth Management - Financial Service Firm

This is regarding opening with a leading Wealth Manager Company as a Senior Manager/AVP/ DVP relationship -Wealth Management

Designation: Senior Manager/AVP/ DVP relationship - Wealth Management

Experience: 5+ years of work experience in sales wealth management

Location: Mumbai/Bangalore/ Rajkot

Job Role:

- build and maintain long-term relationships with High Net-Worth Individuals (HNIs) by delivering exceptional client service and conducting regular portfolio reviews.

- Develop customized financial and wealth management strategies, including investment planning, asset allocation, and retirement planning, aligned with clients goals and risk profiles.

- Drive business growth by acquiring new clients, generating leads, and identifying opportunities to expand the existing client portfolio.

- Provide expert advice on a wide range of financial products, including mutual funds, bonds, equities, and insurance solutions.

- Ensure full compliance with company policies and regulatory requirements, including SEBI guidelines.

- Monitor market trends and economic developments to deliver timely, informed investment advice to clients.