Relationship Wealth Management Manager
Happy Investor Finserv Llp · Bengaluru · onsite · Posted 62d ago
₹3.6L - ₹18.0L PA2–7 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Responsibilities:
* Manage HNIs' wealth through financial planning & investment advice.
* Acquire new clients with high net worth potential.
* Oversee insurance policies & monitor performance.
Perks and benefits
Over time allowanceSourced from naukri
Skills
HindiEnglishMutual FundsKannadaHni PortfolioNISM 5 AWealth ManagementInvestment PortfolioHNI AcquisitionHNI SalesInsuranceHNI Client Handling