Wealth Manager (Ahmedabad)

Wealth Manager (Ahmedabad)

17 Aug
|
Tipsons Group
|
Ahmedabad

17 Aug

Tipsons Group

Ahmedabad

Dealing In SLR - Non SLR Products.
Primary & Secondary Placement of Bonds (NCD)
End to end management of debt proposals - from sourcing to placement at best terms for the client.
Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics.
Must be comfortable with travelling across major cities in India.
Handle client servicing, queries, and documentation efficiently with support from the operations team.
1–5 years of relevant experience in Wealth Management, Investment Advisory, or Private Banking.
Solid knowledge of financial markets, investment products, and portfolio management.
Excellent communication, presentation, and relationship management skills.
Self-motivated, target-oriented, and client-focused individual with high integrity.

📌 Wealth Manager (Ahmedabad)
🏢 Tipsons Group
📍 Ahmedabad

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