12 Sep
|
KAJAL ENTERPRISES
|
New Delhi
12 Sep
KAJAL ENTERPRISES
New Delhi
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' financial portfolios, providing personalized wealth management solutions.
- Develop and maintain strong relationships with existing HNI clients to identify recent business opportunities and increase revenue growth.
- Collaborate with internal teams to design and implement customized investment strategies, ensuring optimal returns on investments.
- Monitor market trends, economic indicators, and regulatory changes to stay ahead of potential risks and capitalize on opportunities.
Job Requirements :
- 2-10 years of experience in direct channel sales or relationship management within the life insurance industry.
- Strong understanding of financial planning, portfolio management, and wealth creation concepts.
- Proven track record of success in managing HNIs' financial affairs through effective communication skills.
📌 Wealth Manager (New Delhi)
🏢 KAJAL ENTERPRISES
📍 New Delhi