Wealth Manager - Sales - Bank (4-19 Yrs) Mumbai (BFSI Sales) by SUDERO ADVISOR AND CONSULTANCY

Updazz.com (July-2017 से पंजीकृत) ने 13 दिन पहले इस नौकरी को पोस्ट किया था

Key responsibilities involve client acquisition and building long-term relationships with HNI/UHNI clients, sometimes requiring an existing client base.
-Wealth Managers provide investment advice across a broad range of products, including PMS, AIFs, bonds, and mutual funds, and manage customized portfolios.
-Offer financial planning services covering wealth preservation, tax efficiency, and succession planning.
-Tracking portfolio performance, ensuring compliance with regulations, and meeting targets for revenue and asset mobilization are also part of the role. (ref:updazz.com)

Payroll Type : Permanent