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31 Talengage Jobs
Relationship Manager/Wealth Manager - NBFC (1-13 yrs)
Talengage
posted 3 days ago
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Key skills for the job
Job Description
Client - NBFC
Experience - 1 to 15 yrs
Education - Graduate /PG
ROLES & RESPONSIBILITIES:
- Experience working in a Private Bank/Wealth Management set up.
- Selling of products : Mutual Funds, PMS, Structured Products etc
- Acquisition of HNI , UNI , Affluent clients
- Handle and manage clients.
- Experience of advising clients across asset classes
- Handle and manage clients.
- Experience of advising clients across asset classes
- Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients.
- Advisingclients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the Client segment in the market for new client acquisition
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
Functional Areas: Other
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