Senior Wealth Manager - Indian financial services firm

• Senior Wealth Manager -Indian financial services firm - Mumbai /Pune

Call : - [phone removed]

Proven track record in:

• Building and managing relationships with HNI and UHNI clients.
• Grow AUM, revenue and client base in line with business targets.
• Acquiring new clients and developing business opportunities.
• Understand clients financial goals, investment preferences and risk profiles.
• Promoting suitable PMS and investment advisory offerings.
• Coordinate with investment, research and product teams to provide appropriate investment solutions.
• Building assets under management (AUM) and achieving revenue targets.
• Acquire new clients and generate business through referrals, networking and existing contacts.
• Maintaining long-term client relationships and providing investment-related service.
• Identify cross-selling and upselling opportunities across wealth products.
• Coordinating with research and investment teams to communicate market insights.

Experience

• 7 + years ( stability min 3 years )

Notice period

• Open / No career gap