Relationship Manager – Wealth Management
2 days ago
Top 5 Reasons to Build Your Career at UpperCrust Wealth1. Biggest Wealth-Management Setup in VadodaraWork with one of the city’s strongest and fastest-growing financial teams.2. Exposure to Every Major Investment ProductPMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof.3. Work With the Largest & Most Experienced TeamLearn directly from industry veterans and leaders who’ve managed crores in client portfolios.4. Fast Growth, High ResponsibilityA boutique environment where your ideas get implemented and your work gets noticed.5. Real Client Exposure & Real ImpactInteract with HNIs, families, entrepreneurs, and NRIs — build practical wealth-advisory skills early.Position Overview:Managing client relationships and providing financial solutions that help clients achieve their financial goals. Responsible for offering comprehensive wealth management services, including investment products, financial planning, and advisory services.Key Responsibilities:1.Client Relationship Management:oBuild and maintain strong relationships with existing and potential clients, ensuring customer satisfaction and loyalty.oConduct regular client meetings to review portfolios, address concerns, and provide financial advice.oUnderstand client needs and offer personalized wealth management solutions to enhance their financial well-being.oMonitor client portfolios, ensuring alignment with their goals and suggest rebalancing if necessary.2.Business Development:oIdentify new business opportunities and expand the client base.oEngage in active lead generation and networking to secure new clients and assets.oConduct financial needs analysis and propose solutions tailored to clients’ financial aspirations.oDrive number of wealth management products, including mutual funds, insurance, structured products, and other investment solutions.3.Investment Advisory:oProvide sound investment advice based on market trends, client goals, and risk profiles.oOffer timely updates and insights on the market, investment strategies, and portfolio performance.oAdvise clients on asset allocation and diversification, ensuring portfolio optimization.4.Compliance and Risk Management:oEnsure that all client interactions are compliant with regulatory guidelines and company policies.oMaintain accurate client records and manage documentation in adherence to compliance requirements.
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Relationship Manager – Wealth Management
1 week ago
vadodara, India UpperCrust Wealth Pvt.Ltd. Full timeTop 5 Reasons to Build Your Career at UpperCrust Wealth 1. 🔺 Biggest Wealth-Management Setup in VadodaraWork with one of the city’s strongest and fastest-growing financial teams. 2. 📚 Exposure to Every Major Investment ProductPMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3. 👥 Work With the Largest &...
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Relationship Manager – Wealth Management
1 week ago
Vadodara, India UpperCrust Wealth Pvt.Ltd. Full timeTop 5 Reasons to Build Your Career at UpperCrust Wealth 1. 🔺 Biggest Wealth-Management Setup in VadodaraWork with one of the city’s strongest and fastest-growing financial teams. 2. 📚 Exposure to Every Major Investment ProductPMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3. 👥 Work With the Largest &...
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Relationship Manager – Wealth Management
7 days ago
Vadodara, India UpperCrust Wealth Pvt.Ltd. Full timeTop 5 Reasons to Build Your Career at UpperCrust Wealth 1. 🔺 Biggest Wealth-Management Setup in VadodaraWork with one of the city’s strongest and fastest-growing financial teams. 2. 📚 Exposure to Every Major Investment ProductPMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3. 👥 Work With the Largest &...
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Relationship Manager – Wealth Management
7 days ago
Vadodara, India UpperCrust Wealth Pvt.Ltd. Full timeTop 5 Reasons to Build Your Career at UpperCrust Wealth 1. 🔺 Biggest Wealth-Management Setup in VadodaraWork with one of the city’s strongest and fastest-growing financial teams. 2. 📚 Exposure to Every Major Investment ProductPMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3. 👥 Work With the Largest &...
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Relationship Manager – Wealth Management
1 week ago
Vadodara, India UpperCrust Wealth Pvt.Ltd. Full timeTop 5 Reasons to Build Your Career at UpperCrust Wealth 1. 🔺 Biggest Wealth-Management Setup in Vadodara Work with one of the city’s strongest and fastest-growing financial teams. 2. 📚 Exposure to Every Major Investment Product PMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3. 👥 Work With the Largest &...
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Relationship manager – wealth management
3 days ago
Vadodara, India UpperCrust Wealth Pvt.Ltd. Full timeTop 5 Reasons to Build Your Career at Upper Crust Wealth 1. ???? Biggest Wealth-Management Setup in Vadodara Work with one of the city’s strongest and fastest-growing financial teams. 2. ???? Exposure to Every Major Investment Product PMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3. ???? Work With the Largest &...
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Relationship Manager – Wealth Management
3 days ago
Vadodara, India UpperCrust Wealth Pvt.Ltd. Full timeTop 5 Reasons to Build Your Career at UpperCrust Wealth1. Biggest Wealth-Management Setup in VadodaraWork with one of the city’s strongest and fastest-growing financial teams.2. Exposure to Every Major Investment ProductPMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof.3. Work With the Largest & Most Experienced...
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Relationship manager – wealth management
1 week ago
Vadodara, India UpperCrust Wealth Pvt.Ltd. Full timeTop 5 Reasons to Build Your Career at Upper Crust Wealth1. Biggest Wealth-Management Setup in VadodaraWork with one of the city’s strongest and fastest-growing financial teams.2. Exposure to Every Major Investment ProductPMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof.3. Work With the Largest & Most Experienced...
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Relationship Manager – Wealth Management
1 week ago
Vadodara, India UpperCrust Wealth Pvt.Ltd. Full timeTop 5 Reasons to Build Your Career at UpperCrust Wealth1. Biggest Wealth-Management Setup in VadodaraWork with one of the city’s strongest and fastest-growing financial teams.2. Exposure to Every Major Investment ProductPMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof.3. Work With the Largest & Most Experienced...
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Relationship Manager – Wealth Management
7 days ago
Vadodara, India UpperCrust Wealth Pvt.Ltd. Full timeTop 5 Reasons to Build Your Career at UpperCrust Wealth1. Biggest Wealth-Management Setup in VadodaraWork with one of the city’s strongest and fastest-growing financial teams.2. Exposure to Every Major Investment ProductPMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof.3. Work With the Largest & Most Experienced...
