Manager - Segments - Wealth - Bengaluru - Prestige Corniche

Manager - Segments - Wealth - Bengaluru - Prestige Corniche

Bengaluru, Karnataka, India

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JOB DESCRIPTION

Responsible for all customer segment group research including extracting customer data and analyzing profiles to determine market segment requirements. Develops targeted product offerings or marketing campaigns based on customer profiles.

• Manages client assets according to investment preferences and goals.
• Meets with clients to assess asset status, needs, risks, goals and progress.
• Prepares financial statements, business activity reports and forecasts.

Develops, organizes and maintains client portfolio

MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

QUALIFICATIONS

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JOB INFO

Job Identification

56096

Job Category

Wealth

Posting Date

10/24/2026, 07:26 PM

Locations

2nd� Floor, Prestige Corniche, No.62, Richmond Road, Bengaluru, Bengaluru, Karnataka, 560025, IN

Apply Before

11/23/2026, 07:26 PM

Job Schedule

Full time

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2nd� Floor, Prestige Corniche, No.62, Richmond Road, Bengaluru, Bengaluru, Karnataka, 560025, IN

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