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HR Recruiter at People Tree Consultants
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Wealth Management Professional - NBFC (5-15 yrs)
We are looking for Wealth Management professionals with a NBFC.
Location: Mumbai, Rajkot, Baroda, Surat, Nasik, Goa, Pune, Ahmedabad
Clientele : HNI, UHNI
Job Role :
1. Acquiring high net worth individuals and providing with tailored broking & financial services with the goal of sustaining and growing long-term wealth
2. Analyzing the prevalent financial & economic environment; identifying business risks, monitoring client's portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels
3. Providing time to time investment advisory and given them proper investments solutions as per there requirement.
In case if you find this opportunity interesting, kindly share the following details :
- Total Experience :
- Current CTC :
- Expected CTC :
- Notice Period :
Team People Tree
Vijitha
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