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