Wealth Manager - Mumbai (Lower Parel)
Aditya Birla Capital · mumbai, IN
FinanceBanking/Financeclient acquisitionrelationship managementwealth managementportfolio advisoryfinancial planningsales strategymarket researchcompliance
The Wealth Manager will focus on client acquisition and relationship management, targeting HNI/UHNI corporate employees. Responsibilities include driving sales of wealth management products, providing portfolio advisory, and ensuring compliance with regulatory guidelines. The role requires regular market research to stay updated on financial trends and competitor strategies.