Senior Wealth Manager (Mumbai)

Senior Wealth Manager (Mumbai)

06 Nov
|
Billow People Services Private
|
Mumbai

06 Nov

Billow People Services Private

Mumbai

Role & responsibilities

- Acquire and develop HNI/UHNI client relationships through networking, references and direct sourcing.

- Manage client investment portfolios across Mutual Funds, PMS, AIFs, Bonds and other financial products.

- Provide suitable investment solutions based on clients' financial goals and risk appetite.

- Drive business growth through asset mobilisation, revenue generation and client retention.

Preferred candidate profile

- Graduate/Postgraduate in Finance, Commerce or a related field.

- 36 years of experience in Wealth Management or Private Banking.

- Solid experience in HNI/UHNI client acquisition and relationship management.

- Good understanding of financial products and investment instruments.

- Excellent communication, networking and client-handling skills.

- NISM / CFP certifications will be an added advantage.

- Candidates must be currently based in Mumbai.

📌 Senior Wealth Manager (Mumbai)
🏢 Billow People Services Private
📍 Mumbai

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: senior wealth manager (mumbai) / mumbai

Subscribe to this job alert:

Get the latest job offers by email for: senior wealth manager (mumbai) / mumbai