Relationship Manager - Wealth
Omni Fincon Llp · Hyderabad · onsite · Posted 41d ago
₹12.0L - ₹15.0L PA5–10 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Responsibilities:
- Acquire, manage, and retain HNI/UHNI clients.
- Understand client risk appetite, financial goals, and asset allocation preferences to provide holistic investment advice.
- Offer customized investment solutions across asset classes.
Perks and benefits
Performance bonus, Prevention of sexual harrassment policySourced from naukri
Skills
HindiEnglishAsset AllocationTeluguleadershipcrm managementWealth Managementclient relationshipStrategic Thinking