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Ladderup Wealth Management

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3.3

based on 10 Reviews

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2 Ladderup Wealth Management Wealth Manager Jobs

Wealth Manager

Ladderup Wealth Management

 · 

3.3

 based on 10 Reviews

5-10 years

Mumbai

1 vacancy

Wealth Manager

Ladderup Wealth Management

posted 7d ago

Job Role Insights

Fixed timing

Key skills for the job

Relationship Management Wealth Management Portfolio Management PMS HNI Sales

Job Description

  • Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones through effective sales strategies.
  • Develop and implement customized investment plans for HNI clients, ensuring alignment with their financial goals and risk tolerance.
  • Provide expert advice on portfolio management services (PMS), mutual funds, equity, fixed income securities, insurance products, and other wealth management solutions.
  • Identify cross-selling opportunities across various banking channels to increase revenue growth.
  • Collaborate with internal teams to resolve client queries and issues in an efficient manner.

Employment Type: Full Time, Permanent

Read full job description

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What Wealth Manager at Ladderup Wealth Management are saying

Wealth Manager salary at Ladderup Wealth Management

reported by 5 employees
₹5.2 L/yr - ₹7 L/yr
14% less than the average Wealth Manager Salary in India
View more details

What Ladderup Wealth Management employees are saying about work life

based on 10 employees
86%
86%
71%
100%
Strict timing
Alternate Saturday off
No travel
Day Shift
View more insights

Ladderup Wealth Management Benefits

Work From Home
Free Transport
Child care
Gymnasium
Cafeteria
Free Food +6 more
View more benefits

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