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Wealth Manager / Resource Manager

Tirupati
Full-Time
Junior: 1 to 3 years
1L - 7.4L (Per Year)
Posted on Dec 06 2022

Not Accepting Applications

About the Job

Skills

NCD
MF

Roles & Responsibilities :-


Meeting with HNI clients

SIP

Mutual funds

PMS

Bonds

Securities


What are the key responsibilities of a wealth manager?

What Does A Wealth Manager Do?

  • Estate planning.
  • Accounting services.
  • Retirement planning.
  • Strategic tax planning.
  • Investment advisory services.
  • Banking services.
  • General long-term financial planning.

What are the 3 essential categories of wealth management?

We think there are basically three kinds of wealth management firms: Product Vendors, Customized Traders and Planner/Coaches

About the company

Established in 1887, The Muthoot Group is one of India's largest financial groups of its kind with business interests in 20 diverse fields, and a network of over 4500+ branches nationwide. The Muthoot Group, with its Pan-India presence and varied bouquet of products, serves over 2,00,000 customers everyday.

Company Size

1,001-5,000 Employees

Headquarter

Salem

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