Senior Wealth Relationship Manager (Mumbai)

Senior Wealth Relationship Manager (Mumbai)

19 Sep
|
Shri HR Consultants
|
Mumbai

19 Sep

Shri HR Consultants

Mumbai

Roles and Responsibilities :

- Manage high net worth individual (HNI) clients' portfolios, providing personalized investment advice and guidance on mutual funds, PMS, and other financial products.
- Develop and maintain strong relationships with HNIs to understand their financial goals and objectives, ensuring tailored solutions that meet their needs.
- Identify recent business opportunities through networking, referrals, and market research to expand the client base.
- Monitor market trends and economic conditions to stay up-to-date on industry developments.

Job Requirements :

- 3-11 years of experience in wealth management or related field.
- Strong understanding of mutual funds sales, PMS, and HNI client handling.
- Excellent communication skills for building rapport with high-net-worth individuals.

📌 Senior Wealth Relationship Manager (Mumbai)
🏢 Shri HR Consultants
📍 Mumbai

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