Corporate Advisory of Wealth Management

1 - 4 Years
Mumbai, Mumbai Suburbs, Navi Mumbai

Job Description

  • Offering a wide range of Financial Services and Wealth Management Solutions to Institutions, Corporations, SME's, High Net Worth Individuals and Families.
  • Conducting comprehensive review of client portfolios, including interacting with clientsto assess strategies based on objectives and risk profile
  • Selling Equity / Debts / Currency / Alternate Investments
  • Responsible for building AUM and revenue generation as per company benchmarks
  • Responsible for meeting cross sales targets
  • Ensuring high quality service and key Customer Relationship Management
  • Comply with KYC / SEBI rules,regulations and legislation

Salary: INR 4,00,000 - 5,50,000 P.A. Incentives

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Retail/Personal Banking

Role:Customer Service Manager

Employment Type:Permanent Job, Full Time


Desired Candidate Profile

Please refer to the Job description above

Company Profile


SPA Group was promoted by a team of finance professionals in 1995 with an objective to provide value added financial services.

Initially, the Group focused as a niche financial solutions provider in corporate finance and wealth management to Indian companies and high net worth individuals.
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Recruiter Name:Lakshman kumar Iyer Iyer Iyer Iyer

Contact Company:HR-Verve

Reference Id:HRV-19