Wealth RM
Make My Solutions · Mumbai · onsite · Posted 28d ago
₹1.0L - ₹2.0L PA6–11 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients for AIF/PMS products.
- Identify potential investment opportunities through market research, financial analysis, and industry trends.
- Develop customized investment strategies tailored to individual client needs and risk tolerance.
Sourced from naukri
Skills
Wealth RelationshipPMSWealth ManagerAifwealth rmHNI