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zecruites indusry

Deputy Manager (Others - General)/ 1 days ago

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Job Preference:


Qualification:

Any Graduate

Job Description:

Proven experience of 5–8 years in Wealth Management or Private Banking. Strong relationship management skills with HNI/Ultra-HNI clients.

Demonstrated ability to manage and grow investment portfolios with a minimum client investment size of ?1 Cr and above.

Consistent career stability with minimum tenure of 3–4 years in both current and previous organizations.

Expertise in financial planning, investment advisory, and asset allocation.

Strong understanding of client acquisition, retention, and cross-selling of wealth products.

In-depth knowledge of financial markets, mutual funds, structured products, bonds, PMS, and alternate investment products.

Proficiency in using CRM and wealth management platforms for client tracking and portfolio analysis.

Adept at portfolio evaluation tools and investment analytics.

Sound understanding of regulatory and compliance frameworks (SEBI, RBI, AMFI).

Skills:

 

1.      To acquire Preferred clients (Affluent & Super Affluent)

2.      To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients

3.      To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

4.       To track the Affluent & Super Affluent Client segment in the market for new client acquisition

Job Information

  • Date Posted
    March 2, 2026
  • Location
    Bangalore Sub Foreig, Bengaluru
  • Job Title
    Deputy Manager
  • Experience
    6 To 7 Year
  • Age
    0 To 0 Year
  • Gender
    Both
  • Offered Salary
    15 To 18 INR Lacs