Private Banking
-
Corphive
-
Banking
-
Full time
-
Ahmedabad
Posted by Pooja Tiwari
23 Jan 2025, 05:51 PM
- Providing financial solutions for high net worth clients.
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM / Book Size
- Responsible for achieving targets based on acquisition and revenue generation through investment .
- Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
- Sharing model portfolios with clients
- Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management.
- Responsible for complying with regulatory compliance as set out by relevant regulatory authorities.
Job Type:
Full time
Locality:
Ahmedabad
Min Salary:
25 Lakh
Max Salary:
40 Lakh
Experience:
10
Eligibility:
Post Graduate
PMS
Portfolio Management
AIF
Country: India
State: Gujarat
City: Ahmedabad
