Relationship Manager Wealth Management Indian Wealth Management
Indian Wealth Management
Office Location
Full Time
Experience: 3 - 3 years required
Pay:
Salary Information not included
Type: Full Time
Location: Ahmedabad
Skills: Trust, Integrity, Passion, Pragmatic Solutions, proactive approach
About Indian Wealth Management
Job Description
You will need to build a strong understanding of a client's risk profile, attitude towards risk, and investment objectives to act as a personal relationship manager who can recommend the right product for the individual, family, or corporates. The qualities expected of a Relationship Manager include trust, integrity, and passion in meeting your clients" investment objectives by managing their portfolio well. You are also expected to provide pragmatic solutions to resolve evolving complexities in asset classes and identifying the best financial solutions. A proactive approach is essential on your part in spotting market opportunities on behalf of your clients to meet their investment needs.,