- The Wealth Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book
- Maintaining client relationships and generate AUM from preferred clients.
- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
Preferred candidate profile
Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with positive business / market knowledge