Wealth Manager

2 weeks ago


NCR, India Elevation Hr Full time

Relationship Management , Regional Manager , Client Acquisition , portfolio management , handling HNI clients , knowledge how to manage investment portfolio , should have Debt exposure , AUM 1cr. preferred ,Compliances & Documentation.

Required Candidate profile

Product knowledge & cross selling - Bonds , PMS , AIFs , Mutual funds , Insurance & Alternative investments.
Business Management , strong analytical & financial planning skills.
Investment advisory.


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