Wealth Relationship Manager - PCG Genius Consultants

5.0 - 10.0 years

5 - 10 Lacs

Pune, Maharashtra, India

On-site

Role & responsibilities Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients. Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities Preferred candidate profile A candidate with good stability and strong client UHNI network with 5+ years of experience into Private wealth management.

Posted 4 weeks ago

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