Wealth Manager (Ahmedabad)

Wealth Manager (Ahmedabad)

15 Oct
|
DSP Eminence
|
Ahmedabad

15 Oct

DSP Eminence

Ahmedabad

- Acquire and manage HNI/UHNI clients and build long-term relationships.
- Develop and manage a portfolio of clients with a focus on AUM, revenue and wallet share growth.
- Understand clients' financial goals, investment objectives and risk profiles to offer suitable wealth solutions.
- Advise clients across investment products including Mutual Funds, PMS, AIFs, Structured Products, Bonds, Equities and Alternate Investments.
- Identify opportunities for current client acquisition through networking, referrals, market outreach and existing relationships.
- Deepen relationships with existing clients through cross-sell, product penetration and portfolio reviews.

📌 Wealth Manager (Ahmedabad)
🏢 DSP Eminence
📍 Ahmedabad

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