HR at Raj Enterprise - Resource Advisory Junction
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Private Wealth Manager - Sales (1-9 yrs)
Private Wealth Manager - Delhi & Mumbai
Location: Pusa Road, Delhi & Goregaon, Mumbai
CTC: Standard Hike Based on Experience + Variables
Working Days: 5 Days a Week
Requirement- Should be dealing with AIF, PMS, SIP, Arbitrage
Job 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
