- Understand investment needs &amp; create a long term Asset Allocation plan and managing complete family wealth - Acquire, manage and advise UHNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds. - Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M&amp;A, and Private Equity - Identify and execute on new business opportunities with existing clients - Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions - Understanding in Equities MF, tax planning, financial planning, profiling, fixed income and exotic structures - Should be relationship oriented with good inter-personal and people skills - Impactful communication skills to effectively engage affluent consumers - MBA, CA, CFA

Mumbai

Wealth Manager - NBFC 

Wealth Manager - NBFC  ,Job Description for Wealth Manager - NBFC  in Zalent HR in  Mumbai for (8-15) years of experience. Apply Now!

Job Description for Wealth Manager - NBFC  in Zalent HR in  Mumbai for (8-15) years of experience. Apply Now!