
Career Opportunities: Wealth Manager
1 day ago
Wealth Management Role
">- Key Responsibilities:
- Client Acquisition and Relationship Management: Acquire and manage high net worth individual clients, ensuring seamless service delivery and fostering long-term relationships.
- Product Offering: Conduct client profiling to offer debt, equity, mutual fund, structured, and real estate products that meet their needs and goals.
- Portfolio Analysis and Management: Manage and analyze client portfolios to optimize performance and profitability.
- Cross-Selling and Business Development: Drive cross-selling initiatives, deepen relationships, and enhance the share of wallet for each client.
- Marketing Support: Collaborate with marketing teams to support plans and initiatives in the corporate/HNI space.
- Required Skills and Qualifications:
- Qualifications:
- MBA/PGDBA/PGPM or equivalent degree.
- Certifications:
- AMFI/NISM certification (mandatory), IRDA certification (preferred).
About the Role: As a wealth manager, you will play a crucial role in helping deliver exceptional wealth management services. If you are passionate about building strong relationships and have a deep understanding of financial markets, this is an opportunity to excel in your career.
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