Verified Job
Accounting - Finance
Wealth Manager
Accounting - Finance
#379356
Remote / WFH
Job Description
Apply
Wealth Manager
R
RADIATE RAYS CONSULTANTS PRIVATE LIMITED
New Delhi, Delhi
Apply
10 hours ago
Full–time
Our Client are Leading Bank and Wealth Management Firms and are hiring of Wealth Manager Role.
Experience : 10 Years +
Budget : 10 LPA to 25 LPA
Skills required :
HNI Client Acquisition
Location :
Delhi.
Roles & Responsibilties:
1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
• Revenue generation through cross sell of business banking and Wealth products like PMS, AIF, Mutual Funds, Trade Forex, Insurance, Investments, Retail Assets etc.
• Ensure quality of sourcing by acquiring Potential Insignia Clients.
• Acquiring and managing both business, individual (resident and NRI) clients.
• Increase product penetration and exit barriers, by cross- selling more number of products per client.
• Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency
Wealth Manager
R
RADIATE RAYS CONSULTANTS PRIVATE LIMITED
New Delhi, Delhi
Apply
10 hours ago
Full–time
Our Client are Leading Bank and Wealth Management Firms and are hiring of Wealth Manager Role.
Experience : 10 Years +
Budget : 10 LPA to 25 LPA
Skills required :
HNI Client Acquisition
Location :
Delhi.
Roles & Responsibilties:
1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
• Revenue generation through cross sell of business banking and Wealth products like PMS, AIF, Mutual Funds, Trade Forex, Insurance, Investments, Retail Assets etc.
• Ensure quality of sourcing by acquiring Potential Insignia Clients.
• Acquiring and managing both business, individual (resident and NRI) clients.
• Increase product penetration and exit barriers, by cross- selling more number of products per client.
• Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency
