Investment Portfolio Consultant
TekPillar®Hyderabad, Republic Of India, IN14 hours ago
Job descriptionEducation : Postgraduate / MBA or equivalent Experience : Minimum 2–6 years in investment products and equity Domain Knowledge : Equity and Investment Products Technical Skills : Proficiency in MS Office Opportunity to work with a leading wealth management / PCG platform. Manage high-value HNI & UHNI portfolios. Competitive compensation and performance-based incentives. Career growth within a client-focused and performance-driven organization.
We’re looking for a Relationship Manager – Wealth , who will be the key face of the business and the final point of contact for clients. The ideal candidate will be responsible for acquiring and managing High Net Worth (HNI) relationships, ensuring the highest standards of service, and providing the right financial advice to help clients achieve their goals.
Key Responsibilities :
- Acquire and manage HNI clients (Affluent & Super Affluent)
- Achieve business targets through cross-selling, client retention, and relationship enhancement
- Stay updated on market trends and investment opportunities to align them with client portfolios
- Manage CRM activities effectively
- Conduct client and partner meetings regularly
Requirements :
Why Join Us
For More Information :
Komal B. / HR Team
Phone / WhatsApp : +91 93289 59079
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Investment Portfolio • Hyderabad, Republic Of India, IN