jobseeker Logo
Now Apply on the Go!
Download iimjobs Jobseeker App and get a seamless experience for your job-hunting
10/10 Hema Singh
HR at Unified Vision Wealth

Views:1236 Applications:191 Rec. Actions:Recruiter Actions:126

Unified Vision Wealth - Relationship Manager - Wealth Management (5-20 yrs)

Mumbai/Delhi NCR/Ahmedabad/Any Location/Chennai/jai,bang,hyd Job Code: 1166032

- To acquire new HNI customers, family offices, corporates and grow the book/AUM by offering customized portfolio of investment products.

- To advice clients on their investments and offer financial solutions in line with the client's risk reward expectations and needs.

- Increase the customer wallet share by cross selling the Structured products along with third party investment products.

Qualification/Experience : MBA,CA,CFA with relevant experience of financial industry.

- Have successfully built and generated new business across a large set of client base

- Is a self-starter and passionate about financial markets.

- Maintain high service standards with complete transparency, trust and integrity .

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

Add a note
Something suspicious? Report this job posting.