Position Overview
Job Description
Job Description - Wealth Manager- Investment Products
Job Location- Hyderabad & Bangalore
CTC- Up to 15 LPA
SUMMARY: - The Wealth Manager is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans, and then by ensuring that they receive and execute on the right advice.
ROLES & RESPONSIBILITIES: -
The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
Maintaining client relationships and generating AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial portfolio, and deepening the wallet from existing ...