Relationship Manager -Wealth

Hireginie · Greater bengaluru area, India

Interested Candidates may feel free to share their cv on ,

Designation: Relationship Manager -Growth - Investment Products

Education: Any Graduate / Post Graduate

Experience: 3-6 Years

Location: Bangalore

Must Have:

• Strong relationship-building and communication skills with the ability to understand client goals, risk profiles, and drive portfolio discussions
• Regulatory and process discipline
• The candidate should obtain certification of the NISM – Investment Advisor – Level XA & XB
• Strong learning mindset and long-term aspiration to grow into a Wealth Manager , with good understanding of Indian equity and debt markets
• AUM to be greater than 10 cr
• Preferred Certification: The candidate should obtain certification of the NISM – Investment Advisor – Level XA & XB

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