Please find below the JD for this role.
Company Name - Financial Services Co.
Role - Relationship Manager - Wealth
Location - Mumbai
Job Responsibilities :-
Understand investment needs & create a long term Asset Allocation plan and managing complete family wealth
Acquire, manage and advise UHNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds
Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M&A, and Private Equity
Identify and execute on new business opportunities with existing clients
Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions
Please fill below details :-
Total Exp. -
Current Location -
Current Package -
Expected Package -
Notice Period -
Interview Availability -
Interested candidates share your resume on firstname.lastname@example.org
Salary: INR 10,00,000 - 12,00,000 PA.
Industry:Banking / Financial Services / Broking
Functional Area:Sales, Retail, Business Development
Role Category:Channel Sales
Role:Client Relationship Manager
Desired Candidate Profile
PG:CA, MBA/PGDM - Any Specialization
Doctorate:Doctorate Not Required
Ace Recruitment and Placment Consultants Pvt Ltd
Ace Consultants was established in the beginning of 2002 with offices at Ahmedabad and Kolkata in India. It is a well known and reputed brand in Manpower Recruitment & Staffing, Search & Screening and HR services business. Our services include Contingent Search, Retained Search, Screening & Selection, Turnkey & Bulk Manpower Solutions, RPO, Permanent & Flexi Staffing, and other allied HR services.
Contact Company:Ace Recruitment and Placment Consultants Pvt Ltd