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Analah Capital Pvt Ltd.
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Senior Wealth Relationship Manager

Senior Wealth Relationship Manager

Analah Capital Pvt Ltd.

2 - 7 years

|

3 - 7 Lacs

Gurugram

Posted:1 day ago| Platform:

Apply

Skills Required

Wealth Management Mutual Funds Portfolio Management Insurance PMS Third Party Products HNI Client Handling Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Analah Overview

Relationship Management
: Build and maintain strong relationships with B2B distributors, family offices, and HNI clients.
Products: Products comprising of
Private Equity, Unlisted shares, Startup Investments, Mutual Funds, PMS, AIF, Insurance and Real Estate offerings.
Portfolio Management
: Monitor and adjust portfolios to align with client goals; conduct regular performance reviews.
Sales and Business Development
: Expand client and broker relationships, network actively, and meet sales targets.
Compliance and Risk Management
: Ensure regulatory compliance and assess investment risks.

Qualifications

More Jobs at Analah Capital Pvt Ltd.

Senior Wealth Relationship Manager

Gurugram

INR 3 - 7 Lacs

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Analah Capital Pvt Ltd.

1 Jobs

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