1. Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client's profile. 2. Showcase entire product suite of existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. 3. Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines.

Ahmedabad

Delhi

Kolkata

Mumbai

Pune

Wealth Manager - Banking 

Wealth Manager - Banking  ,Job Description for Wealth Manager - Banking  in DSP Eminence Consulting Services in  Ahmedabad Delhi Kolkata Mumbai Pune for (5-15) years of experience. Apply Now!

Job Description for Wealth Manager - Banking  in DSP Eminence Consulting Services in  Ahmedabad Delhi Kolkata Mumbai Pune for (5-15) years of experience. Apply Now!