Founder CEO at Cambridge Wealth
Views:284 Applications:54 Rec. Actions:Recruiter Actions:34
Cambridge Wealth - Relationship Manager - Investment Sales (3-6 yrs)
We are a WealthTech Startup changing how Investments, Guidance and Performance is delivered to Indian HNIs.
Location: Pune
Job Description:
- Building on AUMs by growing our investment book and ensuring a one stop platform for managing customer investments across wealth products.
- Inculcating client risk profiling before reviewing client portfolios and making recommendations and ensuring portfolio alignment/rebalancing basis the profile/needs of the customer.
- Building a focus towards investment cross sell among the RM population and building on investment penetration of HNI customers.
- Moving towards an advisory model on wealth products for HNI clients by offering products across platforms including alternate products such as PMS/PIA/AIF, structures etc.
- Ensuring partner activation and focus on investment products to build volumes along with new to investment penetration of the portfolio.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
