We are looking for a Sr. Wealth manager to be responsible for offering financial advice and services that will assist clients in their financial endeavours.

Roles and Responsibilities

• Advising clients on financial products and services.
• Analyse Financial Information, about existing securities and portfolios.
• Acquisition of new High Net worth and Corporate Clients.
• Managing investments & maintaining Client relationships, interact directly with clients, reviewing their portfolios, giving regular updates, resolving their queries.
• Conducting planning services & Develop Strategies(asset allocation, investment with the aim of increasing overall growth.

Desired Candidate Profile

• Degree in finance, economics, management, or related field.
• Previous experience in financial services.
• Must be analytical.
• Able to understand complex information.
• Strong mathematical skills.
• Strong communication and presentation skills.

Contact - Ruchi Raj - HR - Mobile number given below

This is a walk-in to proceed further contact HR at the venue on date and time mentioned.

Please contact the HR on the mobile number mentioned below.