Wealth Relationship Manager (sales)

We Grow Wealth Pvt Ltd · Noida

वेतन₹30,000–90,000महीना, जैसा लिखा है

कहाँNoidaUttar Pradesh

प्रकारFull time

Posted25 Sep12 दिन पहले, SimplyHired से

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Fee, deposit या पैसे माँगने के निशान नहीं

अच्छी English चाहिए, बोलने और लिखने में

दिन का काम

गाड़ी या licence नहीं चाहिए

जो skills माँगे हैं5 लिखे हैं

Financial planningWealth managementInvestment managementFinancial analysisBanking

इस job के बारे में

Acquire and manage HNI/UHNI client relationships.

Build and grow Assets Under Management (AUM) through new client acquisition and portfolio expansion.

Advise clients on investment opportunities across Mutual Funds, PMS, AIFs, Unlisted Shares, Private Equity, and NCDs.

Drive Demat account acquisition and ensure seamless account opening for new clients.

Understand clients' financial goals and recommend suitable investment strategies.

Achieve monthly AUM, revenue, and client acquisition targets.

what we are looking for

Experience in wealth management, private banking, or financial avisory.

Existing Retails, HNI & UHNI client base. strong knowledge of wealth products.

Proven track records in client acquisition & relationship management.

काम पाने के लिए कभी पैसे मत दो। Fee माँगे तो scam है। दस निशान →