02 Aug
|
Sudero Advisor and Consultancy
|
Mumbai
02 Aug
Sudero Advisor and Consultancy
Mumbai
Key responsibilities involve client acquisition and building long-term relationships with HNI UHNI clients sometimes requiring an existing client base - Wealth Managers provide investment advice across a broad range of products including PMS AIFs bonds and mutual funds and manage customized portfolios - Offer financial planning services covering wealth preservation tax efficiency and succession planning - Tracking portfolio performance ensuring compliance with regulations and meeting targets for revenue and asset mobilization are also part of the role ref updazz com
📌 Wealth Manager - Sales - Bank (4-19 Yrs) Mumbai (bfsi Sales)
🏢 Sudero Advisor and Consultancy
📍 Mumbai