Wealth Manager
Rudra Placements Services
Mumbai, MaharashtraPosted 7 days agoDiscoveredMatch locked
Full Time2+ years expSales Jobs
About the role
Key Responsibilities: Manage and advise HNI/Affluent clients on investment opportunities. Drive AUM growth and achieve acquisition targets. Recommend investment products, including Mutual Funds, PMS, AIF, Bonds, Direct Equity, Structured Products, and Unlisted Shares. Conduct periodic portfolio reviews and provide customized wealth solutions. Build and maintain long-term client relationships. Coll
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
Who can apply
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