Wealth Manager/Private Banker - Wealth Management Firm

Wealth Manager/ Private Banker - Mumbai

Our Client a Leading Wealth Management Firm is hiring of Sales-Key Relationships role.

Skills: Strong Mutual Fund & Capital Market know-how, Good communication & confident

Location: Mumbai

Experience: 5+ Years

Budget: Open to Discussion

Skills required : HNI & AUM (Mutual Fund)

Roles & Responsibilities:

1. Increase AUM, Net Sales, and Market Share

2. Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products across MF / PMS / AIF.

3. Introduce MF / PMS / AIF solutions from HDFC AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same.

4. Maintain highest level of service and delivery to all clients.

5. Maximise client experience by proactively sharing market updates, trends and other information.