Financial Portfolio Planner /Wealth Manager/Relationship Manager

Job Description

1. Responsible for the Investments business.

2. Grow the investments business across various customer segments and channels.

3. Be a facilitator for all investment products across product categories like Equity & Commodity Broking, PMS, MF, Life General & Health Insurance, FD, etc.

4. Responsible for developing long term relationships with HNIs by offering the various products and financial planning solutions.

5. Manage certain number of HNIs directly. Responsible to grow the customer base, revenue and AUM for the company
  • Experience

    1 - 5 Years

  • No. of Openings

    5

  • Education

    M.B.A/PGDM, Any Bachelor Degree

  • Role

    Financial Portfolio Planner /Wealth Manager/Relationship Man

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

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