India / Bangalore Classifieds / Jobs / Sales and Marketing

Warning: Avoid Scams and Fraud. Unless you are sure about the other party do not get involved in financial transactions
Hiring for Wealth Manager - Family Office/ Private Wealth - NBFC in Delhi/NCR(National Capital Regio (Job in Mumbai)

Reply to: (Not Shown)
(Please mention when contacting)
Job Description:The relationship manager will be responsible for acquiring and maintaining client relationships using the company Family Office platform - Advising Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients - Track the Ultra HNI segment in the market for new client acquisition - To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios - Constantly monitor client portfolio and recommend appropriate investment solutions and ensuring compliant sales and maintaining the Sales quality levels, via periodic audit checks and review of sales processes - To coordinate with product and research team for taking investment decision for the clients - To conduct and assist in organizing seminars, workshops and other business development activities - To prepare the MIS reports in the specified formats PRE-REQUISITES: - Senior wealth managers with prior experience working in a private bank/wealth management set up - Handle and manage clients with a minimum Investment amount 1cr. - Experience of advising clients across asset classes - Strong analytical skills and willingness to enhance knowledge levels through rigorous learning.

tags: 9 To apply for this job Click here »

Posted on: Saturday, 13 May, 2017  08:45
Expires On: Saturday, 19 September, 2020  18:30

Your most reliable resource for Jobs, Cars, plots, ads, Houses, Flats, Builders, Bangalore Real Estate, Services...

India Classifieds - The Number 1 Bangalore Classified Ads Portal for Bangalore Sales and Marketing Jobs