Senior Wealth Manager (Mumbai)

Senior Wealth Manager (Mumbai)

26 Oct
|
Nuvama Wealth and Investment
|
Mumbai

26 Oct

Nuvama Wealth and Investment

Mumbai

Roles and Responsibilities :

- Manage high net worth individual (HNI) clients, providing personalized financial solutions to meet their needs.

- Identify new business opportunities through networking, referrals, and market research to drive HNI acquisition.

- Develop and maintain strong relationships with existing clients to increase wallet share and cross-sell private banking products.

- Collaborate with internal teams to ensure seamless delivery of services and resolve client issues.

Job Requirements :

- 2-10 years of experience in B2C sales, preferably in wealth management or private banking.

- Proven track record in acquiring new HNIs and growing existing relationships.

- Robust understanding of HNI client handling, including their unique needs and expectations.

- Excellent communication, negotiation, and relationship-building skills.

📌 Senior Wealth Manager (Mumbai)
🏢 Nuvama Wealth and Investment
📍 Mumbai

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