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HR at Unified Vision Wealth
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Unified Vision Wealth - Relationship Manager - Wealth Management (6-10 yrs)
1. To acquire new HNI customers, family offices, corporates and grow the book/AUM by offering customized portfolio of investment products.
2. To advice clients on their investments and offer financial solutions in line with the client's risk reward expectations and needs.
3. 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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