21 Aug
|
TALCHEMY SOLUTIONS
|
Mumbai
21 Aug
TALCHEMY SOLUTIONS
Mumbai
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' relationships, providing personalized financial solutions and investment advice.
- Identify current business opportunities through networking, referrals, and market research to expand the client base.
- Develop and maintain strong relationships with existing clients by understanding their needs and preferences.
- Collaborate with internal teams to ensure seamless delivery of services such as PMS, mutual fund sales, etc.
Job Requirements :
- 5-20 years of experience in private banking or related field.
- Strong knowledge of HNIs, PMS, mutual funds, investment products, and wealth management strategies.
- Excellent communication skills for building strong relationships with clients.
📌 Private Banking - Wealth Relationship Manager (Mumbai)
🏢 TALCHEMY SOLUTIONS
📍 Mumbai