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NRI Wealth Manager - Sales - Bank (2-5 Yrs) Gurgaon/Gurugram/Delhi NCR (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
Job Responsibilty :- As a Wealth Manager, you will be responsible for:- Building long-term relationships with NRI clients- Understanding client financial goals and crafting strategic investment recommendations- Handling India-based wealth & investment advisory for NRIs- Collaborating with internal Service RMs for pre- and post-investment executionRequirements:- 2-5 years of experience in a client-facing investment advisory or wealth management role with a wealth-tech, PMS, or investment firm- Strong understanding of products such as Mutual Funds, PMS, AIFs, Bonds, Structured Products (experience in at least one is essential)- Good communication skills and client-handling ability- Exposure to tools like Excel, CRM, and PowerPointBonus: Experience in NRI Investment/Wealth domainProduct-oriented mindset - keen on digitising traditional investment processes (ref:updazz.com)

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