Hiring For Senior Wealth Relationship ManagerC (Mumbai)

Hiring For Senior Wealth Relationship ManagerC (Mumbai)

04 Nov
|
Nuvama Wealth and Investment
|
Mumbai

04 Nov

Nuvama Wealth and Investment

Mumbai

Roles and Responsibilities :

- Manage a portfolio of high net worth clients, providing personalized wealth management solutions to meet their financial goals.

- Identify current business opportunities through networking, referrals, and market research to drive growth in client acquisition.

- Develop and maintain strong relationships with existing clients to increase retention rates and cross-sell additional products or services.

- Collaborate with internal teams such as investment specialists, product managers, and operations staff to deliver exceptional service.

Job Requirements :

- 3-20 years of experience in private banking, wealth management, or related field.

- Proven track record of success in client acquisition and retention in the financial services industry.

- Strong understanding of investment products, including mutual funds, equities, fixed income securities, etc.

📌 Hiring For Senior Wealth Relationship ManagerC (Mumbai)
🏢 Nuvama Wealth and Investment
📍 Mumbai

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