Wealth RM-Mumbai/ Pune/Ahmedabad
Job Description:
Job Role -
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
Company Profile
We are the first --- to offer monthly credit on savings accounts. Our credit cards have no hidden charges. We offer Lifetime Free without minimum spend conditions, never-expiring rewards points, zero interest on cash withdrawal at ATMs, dynamic low APR and much more. Fees if any are transparent and described neatly in a manner a common person can understand. Every product offered by the --- is customer friendly, most often the best in the industry.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.