Core Job Responsibilities
- Portfolio Management: Handle a portfolio of roughly 75 to 100 HNWI clients, reviewing accounts and monitoring wealth goals.
- Wealth & Investment Advisory: Provide guidance on equity, commodity, currency, structured products, mutual funds, and curated wealth portfolios.
- Client Acquisition & Cross-Selling: Acquire recent affluent clients through networking, referrals, and cross-selling banking, asset, and loan products.
- Compliance & Documentation: Ensure proper KYC preparation, risk profiling, and regulatory compliance
Location - Pune
Pls share your updated cv at
[email protected].
Regards,
Manali
📌 Burgundy Relationship Manager - Pune
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