4 - 9 years
10 - 20 Lacs
Posted:1 month ago|
Platform:
Work from Office
Full Time
*Client Engagement and Relationship Management: Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. * Profiling Customers and provide financial products to meet customer needs. Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies.Role & responsibilities * Market Research and Analysis: Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios. * Direct Relationship Managers to identify cross-selling and upselling opportunities. *Financial Planning and Reporting: Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences. *Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations. *Set and achieve cluster-level business targets, including revenue, AUM (Assets Under Management), and client acquisition goals. Preferred candidate profile
Array Job Solutions
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Instantly access job listings, apply easily, and track applications.
Kolkata, Delhi / NCR, Mumbai (All Areas)
10.0 - 20.0 Lacs P.A.
Ahmadpur, Pachora
4.0 - 7.0 Lacs P.A.
3.0 - 4.5 Lacs P.A.
Gurugram, Delhi / NCR
4.0 - 4.25 Lacs P.A.
8.0 - 13.0 Lacs P.A.
Pune, Ahmedabad, Vadodara
3.0 - 7.5 Lacs P.A.
Vellore, Kanchipuram, Thiruvallur
Experience: Not specified
2.25 - 3.0 Lacs P.A.
25.0 - 35.0 Lacs P.A.
15.0 - 25.0 Lacs P.A.
Mumbai Suburban
Experience: Not specified
3.0 - 3.5 Lacs P.A.
