Focuses on high-net-worth portfolio management, trust-building, and high-ticket investment solutions.
>AUM Growth & Net New Money (NNM)
>Multi-Asset Allocation
>Portfolio Reviews & Client Engagement
>Client Retention & Referrals
>Compliance & Ethics
Required Candidate profile
Graduate with relevant experience in Financial sector
Ability to create own books.
Relationship Management
#PRM, #HNIWealthManager,
Location preference : Chandigarh / Chennai /Hyderabad / Bengaluru