C Wealth Relationship Manager (Mumbai)

C Wealth Relationship Manager (Mumbai)

04 Nov
|
Nuvama Wealth and Investment
|
Mumbai

04 Nov

Nuvama Wealth and Investment

Mumbai

Roles and Responsibilities :

- Manage high net worth individual (HNI) clients' relationships, providing personalized wealth management solutions.

- Identify new business opportunities through networking, referrals, and market research to expand the client base.

- Develop and implement investment strategies tailored to each client's financial goals and risk tolerance.

- Monitor portfolio performance, making adjustments as needed to optimize returns while minimizing risk.

Job Requirements :

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

- Solid sales skills with ability to build strong relationships with HNIs.

- In-depth knowledge of various investment products such as stocks, bonds, mutual funds, etc.

📌 C Wealth Relationship Manager (Mumbai)
🏢 Nuvama Wealth and Investment
📍 Mumbai

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