19 Aug
|
Worldotalent
|
Rajkot
19 Aug
Worldotalent
Rajkot
Roles and Responsibilities :
- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Conduct portfolio reviews, analyze market trends, and make recommendations on mutual funds, equities, bonds, and other investment products.
- Develop and maintain a deep understanding of clients' needs to deliver personalized wealth management services.
- Collaborate with internal teams to ensure seamless execution of client transactions.
Job Requirements :
- 3-10 years of experience in the banking industry as a Relationship Manager or Wealth Manager.
- Strong knowledge of NISM certification requirements for mutual fund sales.
- Proven track record in managing HNI client relationships and growing assets under management (AUM).
- Excellent communication skills with ability to build solid rapport with clients.
📌 Relationship Manager (Rajkot)
🏢 Worldotalent
📍 Rajkot