Wealth Manager (Mumbai)

Wealth Manager (Mumbai)

11 Oct
|
Rudra Placements Services
|
Mumbai

11 Oct

Rudra Placements Services

Mumbai

Key Responsibilities:

Manage and advise HNI/Affluent clients on investment opportunities.

Drive AUM growth and achieve acquisition targets.

Recommend investment products, including Mutual Funds, PMS, AIF, Bonds, Direct Equity, Structured Products, and Unlisted Shares.

Conduct periodic portfolio reviews and provide customized wealth solutions.

Build and maintain long-term client relationships.

Collaborate with branch teams to drive business growth.

Eligibility:

Post-graduate preferred.

2+ years of experience in Wealth Management, Investment Advisory, Private Banking, or HNI Relationship Management.

Robust knowledge of Mutual Funds, PMS, AIF, Equity Markets, and Wealth Products.

Excellent client acquisition and relationship management skills.

Skills:- Mutual funds, PMS, B2C, AIF and Booksize

📌 Wealth Manager (Mumbai)
🏢 Rudra Placements Services
📍 Mumbai

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