E
Eureka Stock And Share Broking Services
Wealth Manager
1 month ago
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Important information
Contract type:
Permanent
Location:
Ahmedabad, Gujarat, India
Work mode:
Onsite
Published on:
21 September 2026
What they need
Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online Trading & Insurance.
- Develop and maintain a deep understanding of clients' financial goals and objectives to provide tailored wealth management solutions.
- Identify cross-sell opportunities for investment products like Mutual Funds, PMS, AIFs, Structured Products, Bonds etc. to enhance client portfolios.
- Collaborate with internal teams to ensure seamless delivery of services and products to clients.
- Stay updated on market trends and regulatory changes to offer expert advice to clients.
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