Opening For Wealth Manager (HNI and Ultra HNI) with a Leading NBFC Experience : 10-20 Years Location : Delhi,Mumbai,Chennai,Kolkata,Bangalore,Hyderabad,Pune,Chandigarh,Ludhiana Compensation : 20 - 30 Lacs Principal Accountabilities : - Candidate would be responsible for developing and sustaining HNI / UHNI relationship by consistently achieving the strategic goals / objectives of clients &amp; management. Candidate should comply with applicable rules, regulations and processes as defined by regulators / management - Customer Advisory and Relationship Management : Candidates should be able to advice clients based on their goals / needs through financial planning, asset allocation and identifying right products to meet their requirement. - Acquisition of New Clients : Candidate apart from bringing significant client relationship &amp; AUM should also source new customers through individual efforts. - Processes and Products understanding and compliance : Candidate apart from having good product knowledge should also understand macro-economic developments which will enable him to suggest appropriate strategy to customers. - Products being offered company are across asset classes - e.g. Mutual Funds, Direct Equity platform, Bonds, Corporate Deposits, Structured Products, Portfolio Management Service (PMS), Private Equity, Real Estate, and Alternate Assets &amp; Estate Planning solutions etc.

Bangalore

Chandigarh

Chennai

Delhi NCR

Hyderabad

Kolkata

Ludhiana

Maharashtra

Mumbai

Pune

Punjab

 Wealth Manager - HNI & Ultra HNI Segment - NBFC 

Job Description for  Wealth Manager - HNI & Ultra HNI Segment - NBFC  in Mount Talent Consulting Private Limited in  Bangalore Chandigarh Chennai Delhi NCR Hyderabad Kolkata Ludhiana Maharashtra Mumbai Pune Punjab for (10-20) years of experience. Apply Now!

Wealth Manager - HNI & Ultra HNI Segment - NBFC  | iimjobs.com