Private Wealth Manager - Sales (1-9 Yrs) Mumbai/Delhi (BFSI Sales)

Private Wealth Manager - Delhi & MumbaiLocation: Pusa Road, Delhi & Goregaon, MumbaiCTC: Standard Hike Based on Experience VariablesWorking Days: 5 Days a WeekRequirement- Should be dealing with AIF, PMS, SIP, ArbitrageJob Description:- Manage client relationships and generate AUM from HNI/Ultra HNI clients.- Advise clients on investments, financial planning, and portfolio management.- Acquire new HNI clients and deepen relationships with existing ones.- Research market trends and investment opportunities for client portfolios.- Collaborate with product and research teams for investment decisions.- Conduct seminars, workshops, and business development activities.- Ensure clients receive comprehensive wealth management services, including cash management, insurance, and financial planning.- Provide periodic investment performance reports and reassess portfolios as needed.- Maintain detailed client records and assist in gathering required financial documents.Phone no.- 91 86550 11751 (ref:updazz.com)

Payroll Type : Permanent