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10/04 Hema Singh
HR at Unified Vision Wealth

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

Mumbai/Delhi NCR/Ahmedabad/Any Location/Chennai/Anywhere in India/Multiple Locations/jai,bang,hyd Job Code: 1397421

- 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 .

Women-friendly workplace:

Maternity and Paternity Benefits

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