4 - 9 years
22 - 35 Lacs
Posted:9 hours ago|
Platform:
Work from Office
Full Time
Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products
Engage with HNI/UHNI clients & understand their investment aspirations
Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio
End to end client relationship mgmt.
Monitoring clients portfolio & updating clients about market events & possibilities
4 - 12 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory
Candidates open for team handling role can be looked as Playing Captains /Partners/Sr Partner with requisite experience
Candidates willing to shift along with their teams are welcome
Non Sales experience not handling portfolio kindly do not attempt
CTC ; 22 - 30 lacs (Negotiable & not a constrain for the right candidate)
The Firm P
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