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Private Wealth Relationship Manager - Sales - Bank (3-18 Yrs) Pune/Mumbai ()

Negotiable
by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
- Providing financial solutions for high net worth clients.- Monitor financial market trends to ensure that client plans are responsive.- Must ensure the growth of AUM / Book Size- Responsible for achieving targets based on acquisition and revenue generation through investment products.- Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.- Sharing model portfolios with clients- Responsible for targeting the AUM growth & revenue generation from the relationships with Wealth Management.- Responsible for complying with regulatory compliance as set out by relevant regulatory authorities (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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