Relationship Wealth Manager

Sulender Verma; New Delhi; Sur place; INR 300 000 - 600 000; Plein temps

Résumé du poste

Primebulls Financial services is seeking a wealth management professional to manage client portfolios through mutual funds, equities and forex investments. The role involves overseeing sales and trade activities within the wealth management division, aligning investment strategies with client goals.

Ideally, the candidate holds an undergraduate degree and has exposure to wealth management products. The position focuses on growth in a dynamic trading and asset management environment in Delhi/NCR.

Qualifications

• Must have awareness of wealth management products.
• Understanding client investment needs and risk profiles.

Responsabilités

• Manage client portfolios through mutual fund, equity & forex investments.
• Oversee sales & trade activities within wealth management division.

Connaissances

Mutual funds

Equities

Forex

Portfolio management

Formation

UG: Any Graduate

Description du poste

Responsibilities:

• Manage client portfolios through mutual fund, equity & forex investments


• Oversee sales & trade activities within wealth management division

Role Category: Trading, Asset & Wealth Management

Education

• UG: Any Graduate

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

Primebulls Financial services is a financial services business and an authorised sub-broker of Angel One. The company helps customers understand and access demat and trading account services while supporting them with relevant product and service inf