Wealth Manager - Thane
Aditya Birla Capital · thane, IN
FinanceBanking/Financeclient acquisitionrelationship managementwealth managementportfolio advisoryfinancial planningsales strategiesmarket 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 conducting market research and maintaining accurate documentation of client interactions.