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Wealth Relationship Manager - PCG

Wealth Relationship Manager - PCG

Genius Consultants

5 - 10 years

25 - 35 Lacs

Pune

Posted:1 month ago| Platform:

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Skills Required

Wealth Management Sales HNI Mutual Funds HNI Sales pcg Ultra Hni HNI Acquisition HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Wealth RM - HNI | Renowned Wealth Management Group | Pune | 25 - 35L 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. Apply Here! OR Mail your resume to arpita_pss@geniusconsultant.com

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Wealth Relationship Manager - PCG