HR at Unified Vision Wealth
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Unified Vision Wealth - 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 Customers in line with the client's risk reward expectations.
2. Increase the customer wallet share by cross selling the Investment Banking products (structured) along with third party investment products.
3. Comply with KYC/SEBI rules, regulations and legislation governing the financial industry.
4. Maintain high service standards with complete transparency, trust and integrity .
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
