
Senior Financial Professional
3 days ago
Job Opportunity
\We are seeking an experienced Wealth Manager to join our organization.
\The successful candidate will be responsible for acquiring and managing high net worth individuals, ensuring seamless service delivery.
\Key responsibilities include conducting client profiling, offering debt, equity, mutual fund, structured, and real estate products.
\Additionally, the Wealth Manager will analyze client portfolios for performance and profitability, drive cross-selling initiatives, and support marketing plans in the corporate/HNI space.
\Required qualifications include an MBA or equivalent, with AMFI/NISM certification mandatory and IRDA preferred.
\Skilled professionals with expertise in wealth management, financial markets knowledge, client acquisition, relationship management, portfolio analysis, business development, and cross-selling are encouraged to apply.
\Interested candidates can share their resume for further consideration.
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