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13/07 Priya Manohar
Senior Recruitment Specialist at The Catalyzer

Views:11 Applications:5 Rec. Actions:Recruiter Actions:2

Executive/Senior Executive/Associate - Wealth Management (2-7 yrs)

Bangalore/Chennai Job Code: 223018

Excecutive/SR.Excetive/Associate Wealth management


- Responsible for market analysis in metro cities and tier 2 cities with respect to expansion of business by prospecting the right segment.

- Planning for initial telecons with the prospects in consultation with wealth teams.

- Addressing queries raised during the telecons by building intelligence about the firm and its offerings.

- Understanding Multi-Family Office services worldwide and analyzing their relevance for Indian clientele.

- Handling a portfolio of UHNI clients with the team leader after getting trained on the same, and helping with growing share of wallet of the clients total portfolio

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