
High Net Worth Portfolio Manager
3 days ago
A wealth management position has become available in Delhi and Gurgaon for an experienced professional.
Key Responsibilities:
- BUILD AND MANAGE A PORTFOLIO OF HIGH NET WORTH CLIENTS
- CROSS-SELL BANKING PRODUCTS SUCH AS CURRENT ACCOUNT, LIFE INSURANCE AND MUTUAL FUNDS
- PROVIDE PERSONALISED WEALTH MANAGEMENT SOLUTIONS BASED ON CLIENT PROFILES AND RISK APPETITE
- ENSURE HIGH LEVELS OF CUSTOMER SATISFACTION THROUGH PROACTIVE SERVICE AND ENGAGEMENT
- Maintain regular client interactions and conduct portfolio reviews.
- Ensure compliance with all banking and regulatory guidelines.
Candidate Profile:
- Graduate/Postgraduate with 3-8 years of relevant experience in retail banking or wealth management.
- Strong knowledge of current accounts, life insurance, mutual funds, and other retail liability products.
- Excellent relationship-building, communication, and sales skills.
We offer a competitive compensation package and opportunities for career growth and development.
This is a challenging and rewarding role that requires strong interpersonal skills and the ability to work in a fast-paced environment.
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