Affluent Relationship Manager PCG BOYEN HADDIN CONSULTING AND TECHNOLOGY PRIVATE LIM ITED

7.0 - 11.0 years

15 - 30 Lacs

Mumbai, Hyderabad, Pune

Work from Office

Develop and implement personalized wealth management plans aligned with clients' financial goals and risk profiles. Offer a comprehensive suite of products, including Mutual Funds, PMS/AIFs, Structured Products, Alternate Assets, Direct Equity, and Loans. Collaborate with internal product and research teams to deliver tailored investment solutions. Conduct regular portfolio reviews and recommend adjustments based on market trends and client needs. Educate clients on financial products and risks. Identify and onboard new high-net-worth individuals (HNIs), fostering long-term relationships. Consistently achieve or surpass revenue targets while providing exceptional service and financial guidance to grow and retain client portfolios. Locations : Mumbai,Pune,Hyderabad,Indore,Ahmedabad,Chennai,Bengaluru

Posted 2 months ago

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