Wealth Manager - NBFC

1- To Develop & Manage Client relationships in order to enhance and acquire more AUM.

2- Align AUM as per Client's Financial Strategy to reduce Risk, Cost, & Tax also to enhance desired returns & Volatility of the portfolio.

3- Review/Service portfolio to create a wow experience for clients.

4- On board new relationships -Clients acquisition.

5- Conduct Marketing activities to increase no of clients managed.

6- Learn new skills and knowledge to service clients better.

7- To maintain full ethics in providing services and analysis.

8- Work closely with the product teams for delivering specialized advice.