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07/03 kajal singh
HR at Unified Vision Wealth

Views:45 Applications:21 Rec. Actions:Recruiter Actions:6

Unified Vision Capital - Relationship Manager - Wealth Management (6-10 yrs)

Bangalore/Chandigarh/Delhi NCR/Hyderabad/Jaipur/Kolkata/Mumbai Job Code: 201847

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.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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