- 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 .

Mumbai

Delhi NCR

Ahmedabad

Any Location

Chennai

Anywhere in India/Multiple Locations

Others

Unified Vision Wealth - Relationship Manager - Wealth Management 

Job Description for Unified Vision Wealth - Relationship Manager - Wealth Management  in Confidential in  Mumbai Delhi NCR Ahmedabad Any Location Chennai Anywhere in India/Multiple Locations Others for (5-20) years of experience. Apply Now!