Relationship Wealth Management Manager
Atomprive Financial Services · Mumbai · onsite · Posted 50d ago
₹12.0L - ₹36.0L PA2–4 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Responsible for managing HNI/UHNI client portfolios, providing customized investment advice, conducting regular portfolio reviews, and acquiring prospective clients through networking, referrals, and other business development initiatives.
Sourced from naukri
Skills
Mutual FundsWealth ManagementInvestment BankingInvestment