HR at Unified Vision Wealth
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Unified Vision Capital - Relationship Manager - Wealth Management (6-10 yrs)
The Wealth Manager will be responsible for acquiring new HNI clients and maintain the existing relationships by offering customized wealth management services. The key focus is on growing the book/AUM and generate revenue along with offering customized portfolio of investment products aligned to customer needs.
Major responsibilities include :
1-To provide financial solution to the wealth customer in line with the clients risk reward expectations
2- Increase the customer wallet share by cross selling the investment banking products structured along with third party investment banking
3- Comply with KYC/ SEBI rules, regulations and legislation governing the financial industry.
4- Maintain high service standards with complete transparency trust and integrity.
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