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Wealth Manager in NBFC

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Bank Jobs

1 month

India

Maharashtra

Mumbai Get directions →

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ID: 946202

Published 1 month ago by Talengage

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In Bank Jobs category

Mumbai, Maharashtra, India

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About Our Client

The client is a Indian NBFC company with multiple offices

Job Description

Private Wealth - Manager / Sr Manager/AVP / VP / Sr VP

Experience - 2 yrs to 25+ yrs

Location - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata

Education - Graduate /PG

ROLES RESPONSIBILITIES: -
• Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management
• Selling of products : Mutual Funds, PMS, Structured Products etc
• Handle and manage clients.
• Experience of advising clients across asset classes
• To prospect, acquire and retain clients
• To achieve budgeted targets in terms of number of clients/volume of business assets.
• To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
• To understand clients needs requirements and accordingly position products services
• Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individ
• Maintaining client relationships and generate AUM
• Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Read more

Published on 2025/09/10. Modified on 2025/09/10.

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Wealth Manager in NBFC

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