Senior Wealth Manager

8 hours ago

Delhi, Delhi, India Talengage Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Company Description

Our client is one of the leading NBFC.

Wealth Manager / Sr Manager Wealth

Experience - 4+ years in Financial Industry/ Private Wealth / Capital Markets / Private Banking

Location -Mumbai , Delhi ,Pune ,Kolkata, Chennai , Jaipur,

Education - UG / PG

Role Description

  • Experience in private wealth management, portfolio management, and client relationship management
  • Proven track record of achieving financial targets and business growth
  • Excellent knowledge of financial products, market trends, and regulatory requirements.
  • Preferred Banking, Financial Services, Wealth Management
  • Generating AUM through selling of Mutual Funds , Bonds ,PMS, AIF , Structured Products
  • Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues
  • To ensure achievement of acquisition, activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers
  • To ensure achievement of business and revenue targets attributed for the company

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