About Our Client

The client is a NBFC company with multiple offices.

Job Description

The responsibilities of the role are as follows:
- Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products
- Managing Team and P&L;
- Acquisition of new clients.
- Explaining various products and services to prospective clients
- Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services
- Reviewing clients' current investment portfolios and recommending changes to meet their needs
- Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities




- Providing financial advice and services to clients in order to meet their short-term and long-term financial goals

The candidate should have the following:
- 8-20 years of experience within private banking or wealth management
- At least a bachelor's degree in economics/accounting/finance/business management from a well know university
- A valuable understanding of investment products and asset classes
- A good network of clients across UHNWI/HNWI, family offices and/or institutions
- Strong communication skills

📌 Regional Head (Mumbai)
🏢 Talengage
📍 Mumbai