22 Sep
|
Rekrut India
|
Chennai
22 Sep
Rekrut India
Chennai
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' wealth by providing personalized financial planning, investment advice, and portfolio management services.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop robust relationships with existing clients to increase retention rates and generate additional revenue streams.
- Collaborate with internal teams to ensure seamless delivery of products such as Equity, Mutual Funds, PMS, Structured Products, AIFs & Bonds.
Job Requirements :
- 10-20 years of experience in Wealth Management or related field.
- Strong understanding of various financial products including Equity, Mutual Funds, PMS, Structured Products, AIFs & Bonds.
- Excellent relationship management skills for effective client acquisition and retention.
📌 Wealth Manager (Chennai)
🏢 Rekrut India
📍 Chennai