Wealth Manager - UHNI - NBFC

  • New Delhi
  • Golden Opportunities

Job Title Wealth Manager- Financial Services (New Delhi)

Skill required .

2+years of relevant work experience (sales or high-growth Business Development), ideally in the Financial Services or Consulting industries . Experience managing HNI clients is an added bonus.

Experience in Customer Success, Sales, Operations and/or Project Management functions.



JOB DESCRIPTION

  • You will be responsible for generating leads by identifying and developing new opportunities for our Product specifically in the HNI community of individual and institutional investors looking to explore alternative investment classes.
  • You will also own the post-sales relationships with our product investors that you onboard. It is critical to maintain strong relationships with these partners as they provide a bulk of the capital on our platform.
  • You will build trusted relationships, leading to additional investments and willingness to partner on new opportunities, as well as develop strong rapport with internal stakeholders to maintain their support in meeting our investors’ needs.
  • You will also identify where there are opportunities for the business to do things differently, be encouraged to run with new ideas, and have the chance to drive your own projects from inception to completion.


Interested, revert me with your updated CV to or Contact: 9363485244 (WhatsApp or Call)