Private Wealth Sales

1 day ago

Bengaluru India Talengage Full time

Job Description Job Description Wealth Manager / Sr Manager/AVP / VP Client -NBFC /Fintech Locations - Delhi , Hyderabad , Mumbai ,Bangalore ,Chennai ,Indore ,Kolkata,Ranchi Experience - 5+ yrs Education - Graduate / PG ROLES & RESPONSIBILITIES: - - Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. - Establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. - Experience working in a Private Bank/Wealth Management set up.Selling of products :Mutual Funds, PMS, Structured Products , etc. - Handle and manage clients.Experience of advising clients across asset classesResponsible for Acquiring Preferred clients (Affluent & Super Affluent) - Maintaining client relationships and generate AUM from preferred clients. - Advising clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

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