Private Wealth

23 hours ago


Jaipur, Rajasthan, India Talengage Full time ₹ 5,00,000 - ₹ 25,00,000 per year

Job Description

Wealth Manager / Sr Manager /AVP / VP

Client -NBFC /Fintech

Locations - Jalandhar , Jaipur , Delhi , Hyderabad , Mumbai ,Bangalore ,Chennai ,Indore ,Kolkata,Ranchi

Experience - 2+ 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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