Wealth Manager - HNI/UHNI - NBFC

Hiring Wealth Manager with one of the largest non banking company in Mumbai

Brief points on JD:

Manage relationships with High Net Worth clients with focus on New Client Acquisition & providing investment advisory through need analysis and asset allocation

Sourcing new UltraHNI clients for Private Wealth Management, equity broking and Family Office.

Product basket -

Mutual Funds, Direct Equity, PMS, Structured Products, PE funds, Real Estate Investments, etc.

Formulating & implementing winning business strategies for the growth of business opportunities and long term profitability

Fakeha Nazir(Ms)
Human Resources - Vrinda Consultants