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