Posted By

user_img

Hema Singh

HR at Unified Vision Wealth

Last Login: 24 May 2024

Job Views:  
3553
Applications:  585
Recruiter Actions:  464

Job Code

1397421

Unified Vision Wealth - Relationship Manager - Wealth Management

5 - 20 Years.Mumbai/Delhi NCR/Ahmedabad/Any Location/Chennai/Anywhere in India/Multiple Locations/Others
Posted 1 month ago
Posted 1 month ago

- 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 .

Didn’t find the job appropriate? Report this Job

Posted By

user_img

Hema Singh

HR at Unified Vision Wealth

Last Login: 24 May 2024

Job Views:  
3553
Applications:  585
Recruiter Actions:  464

Job Code

1397421

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow