Job/Soft skill training

Cafeteria

Free meal

Professional degree assistance

Health insurance

International/On-site exposure

Crescendo Global Reviews by Employees

Analyst

Consultant

Associate

Senior Consultant

Associate Consultant

An exciting opportunity for Wealth management professionals with 10+ years of strong knowledge of Financial products and services. Our client is looking for dynamic and energetic people keen on growing their career while working in Wealth and Relationship management for acquiring new HNI/UHNI and corporate clients and maintaining relationship with existing and new clients while offering them wealth advisory services. If this sounds exciting to you, then read on! Please note it's an individual contributor role. LOCATION: Delhi YOUR FUTURE EMPLOYER: A leading well diversified financial services firm offering a range of financial products and services such as Private wealth management, Retail broking and distributor, Asset management and Investment Banking. RESPONSIBLITIES: - Responsible for acquiring new to firm clients and maintaining relationship with new and existing HNI/UHNI and corporate clients. - Offering them wealth advisory services and ensuring the growth of AUM. - Analyzing client's portfolio and giving them necessary suggestions and recommending financial products. - Achieving targets which are based in acquisition and revenue generating through investment products. - Meetings with HNI/UHNI and corporate clients to keep them updated about the current market scenario. REQUIREMENTS: - Graduation/Post graduation in any discipline with 8-10 years of work experience in Wealth Management. - Understanding of market, knowledge on investment products with proper understanding of wealth platforms. - Excellent communication skills: both reading and writing. - Proficient in MS Excel and MS office and a self-starter with the ability to come up with creative ideas. WHAT IS IN IT FOR YOU? - A high-performance culture with phenomenal career progression and Fast track career growth. - Work in a fast-paced environment in and established brand in Financial Services industry.

Delhi NCR

Wealth/Relationship Management Role - Financial Services Firm 

Job Description for Wealth/Relationship Management Role - Financial Services Firm  in CRESCENDO GLOBAL LEADERSHIP HIRING INDIA PRIVATE L in  Delhi NCR for (10-12) years of experience. Apply Now!

Wealth/Relationship Management Role - Financial Services Firm  | iimjobs.com