Senior Wealth Relationship Manager
Shri Hr Consultants · Delhi · onsite · Posted 63d ago
₹10.0L - ₹20.0L PA3–11 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' relationships, providing personalized wealth management solutions.
- Develop and implement investment strategies to achieve client goals, utilizing mutual funds, PMS, and other financial products.
- Identify new business opportunities through networking and referrals to expand the client base.
- Monitor market trends and economic indicators to stay ahead in the competitive wealth management landscape.
Job Requirements :
- 3-11 years of experience in HNIs client handling or wealth management.
- Strong understanding of mutual funds sales and portfolio management services (PMS).
- Proven track record of building strong relationships with high-net-worth individuals.
Sourced from naukri
Skills
Mutual Funds SalesPMSHNIMutual FundsPortfolio ManagementWealth ManagementHNI Client Handling