Co Founder at Pickright Technologies
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Pickright - Relationship Manager - Wealth Management (3-10 yrs)
This is regarding opening with a wealth Management as a Relationship Manager Wealth
Designation : Wealth Manager
Experience : 3+ years of work experience in acquisition of wealth clients HNI, UHNI, family office etc
Grade : Mid to senior level
Industry : BFSI
Division : Wealth Management
NOTE : Individual Contribution
Location : Bangalore
Job role :
- Cross-sell Investment Banking products (structured) with third-party investment products to increase customer wallet share. Comply with KYC/SEBI norms, regulations, and legislation controlling the financial industry.
- To provide financial solutions to high-net-worth individuals in accordance with their risk-reward preferences.
- Maintain high service standards by being completely transparent, trustworthy, and honest.
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