03 Sep
|
Sharekhan
|
Mumbai
Roles and Responsibilities :
- Manage high net worth (HNW) clients' relationships, providing personalized wealth management solutions to achieve their financial goals.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop and implement investment strategies tailored to each client's risk tolerance, liquidity needs, and overall financial objectives.
- Monitor portfolio performance regularly and make adjustments as needed to ensure optimal returns.
Job Requirements :
- 5-20 years of experience in broking or HNI sales with a focus on wealth management.
- Strong understanding of various investment products such as stocks, bonds, mutual funds, etc. .
- Excellent communication skills for building solid relationships with clients at all levels.
📌 Relationship Wealth Manager - PCG Desk (Mumbai)
🏢 Sharekhan
📍 Mumbai