Shine.com
Website:
shine.com
Job details:
Job Details
- Role: Insignia (Wealth Manager)
- Experience: 6+ Years
- Location: Hyderabad / Bangalore
- Client Segment: HNI / Wealth
Key Responsibilities
- Manage and grow relationships with HNI clients
- Provide investment advisory across products such as Mutual Funds, Porfolio management Bonds, Insurance, Equity Structured Products
- Drive portfolio growth and revenue through cross-selling and upselling
- Understand client financial goals and recommend suitable investment strategies
- Ensure high levels of client engagement and satisfaction
Key Requirements
- Minimum 6+ years of experience in wealth management / investment advisory
- Strong knowledge of financial products (Mutual Funds, Equity, PMS, etc.)
- Experience in handling HNI / Ultra HNI clients
- Excellent communication and relationship management skills
If you are interested, please share your updated resume at your earliest convenience.
Looking forward to connecting with you!
This job is provided by Shine.com
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