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Wealth Manager

Wealth Manager

Tipsons Groupsurat, gujarat, in
10 days ago
Job description

Dealing In SLR - Non SLR Products.

Primary & Secondary Placement of Bonds (NCD)

End to end management of debt proposals - from sourcing to placement at best terms for the client.

Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics.

Must be comfortable with travelling across major cities in India.

Handle client servicing, queries, and documentation efficiently with support from the operations team.

1–5 years of relevant experience in Wealth Management, Investment Advisory, or Private Banking.

Strong knowledge of financial markets, investment products, and portfolio management.

Excellent communication, presentation, and relationship management skills.

Self-motivated, target-oriented, and client-focused individual with high integrity.

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Wealth Manager • surat, gujarat, in

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