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Wealth Specialist
5-10 years
₹ 18 - 33L/yr
Gurgaon / Gurugram, Delhi/Ncr, Mumbai
1 vacancy
Wealth Specialist
Way To Go Consulting
posted 12d ago
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Job Description
Role & responsibilities
- Providing financial solutions for high net worth clients.
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM / Book Size
- Responsible for achieving targets based on acquisition and revenue generation through investment products.
- Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
- Sharing model portfolios with clients
- Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management.
- Responsible for complying with regulatory compliance as set out by relevant regulatory authorities
Employment Type: Full Time, Permanent
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