New
Job ID : JO00153

Wealth Manager (AS00253)

  • Maharashtra
  • 3 weeks ago

Job Description

Job Requirements:

  • Education: Grad/Post Grad /MBA in Finance
  • Location: Indore & Rest of Maharashtra,Goa (ROMG)
  • Strong experience in wealth management, client acquisition and relationship management
  • High level of integrity
  • Go-getter attitude
  • Stable career path

Job Responsibilities:
• Responsible for new client acquisition, building new relationships and enhancing existing                     relationships with UHNI and FO clients.
• Revenue generation by in-depth analysis of the client's profile so as to identify opportunities and         match these opportunities to products/ solutions provided by the organization
• Responsible for achieving targets as assigned by the organization on a monthly/quarterly basis.


Job Requirement


Additional Information

Job Type : Full Time
Experience : 8 - 15 years
Location : Maharashtra, India
Qualification : + Any

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