Experience
2 - 8 yrs
Salary (CTC)
₹6.5L - ₹12L
Job Location
Mumbai, India
Vacancy
10
Designation
Relationship Manager Wealth Management
Job Type
Not specified
Job Description
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' portfolios, providing personalized investment advice and guidance on various financial products such as equities, bonds, mutual funds, AIFs, PMS, structured products, and third-party products.
- Identify new business opportunities through networking and referrals to expand the HNI book.
- Develop strategic plans for HNIs' wealth management needs including retirement planning, estate planning, tax optimization etc.
- Monitor market trends and economic indicators to make informed decisions about investment strategies.
Job Requirements :
- 2-8 years of experience in broking or wealth management industry with expertise in HNI acquisition & client handling.
- Strong understanding of securities markets including stocks, bonds, mutual funds, AIFs & other alternative investments.
- Proficiency in NISM certification is an added advantage.
No Referrers Available
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