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Manager/Sr. Relationship Manager- Equity & Wealth

Employeazy Verified employer

Actively hiring · Posted today · JEV2611BF5DFFE181

SalarySalary not disclosed
Experience1–6 yrs
LocationDelhi NCR, New Delhi, Delhi
Work modeRemote · Full time
Openings1
EducationAny Graduate - Any Specialization, Any Post Graduate - Any Specialization, Any Doctorate - Any Specialization
Shift9am-6pm
IndustryPrivate Equity & Investment Firms, , BANKING / FINANCIAL SERVICES / BROKING
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Job description

As an Equity & Wealth Relationship Manager at Employeazy, your core goal is to manage HNI portfolios & drive AUM growth. Responsibilities: HNI Acquisition: Manage affluent clients with Rs 1 Cr+ in investable assets Financial Advisory: Portfolio consulting across Equity, Mutual Funds, PMS, and Structured Products AUM & Revenue Growth: Drive continuous asset accumulation & wealth revenue Client Retention: Foster long-term networks to boost wallet share

Responsibilities

Product Manager - Mutual Funds, Product Manager - Mutual Funds, Asset Operations Executive / Manager

Key skills

Relationship ManagerSenior Relationship ManagerWealth ManagementPrivate BankingWealth ManagerEquity AdvisorFinancial AdvisoryPortfolio Management ServicesPMSMutual FundsStructured ProductsAUM GrowthRevenue GenerationHNI Client HandlingUHNI PortfoliosAffluent BankingNISM CertifiedCFPCFAMBA FinanceRajendra Place JobsDelhi JobsUrgent HiringInside SalesInvestment AdvisorBroking Sales

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