Wealth manager
6 Nos.
114926
Full Time
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
BFSI, Investments & Trading
Banking/Financial Services
Any - Any Graduation
Job Description:
Job description:
Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
To maintain client relationships and generate AUM (Assets Under Management)
from preferred clients.
To advise HNI/Ultra HNI clients on their Investments and managing their overall
financial portfolio and deepening the wallet from existing clients
To coordinate with product and research team for taking investment decision for
the clients.
To conduct and assist in organizing seminars, workshops and other business
development activities.
To achieve budgeted targets in terms of number of clients/volume of business &
assets.
To research, investigate and update themselves on available investment.
To contact clients periodically and determine if they are satisfied with the service
and returns generated.
To review the clients investment needs to determine whether market changes,
life changes, economic changes, or financial performance indicate a need for
portfolio reassessment.
Key products to be handled are - Portfolio Management Services, Model
Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities &
Currency.
Qualification:
CFP / CFA / MBA in Finance / Marketing
Experience:
Freshers required
Key Skills:
Should be an individual performer
Able to handle a reasonable book size
Pleasant personality and good communication skills.
Functional Area:
Marketing
Key Skills :
Company Profile
Established in the year 1994, We have developed into one of the largest financial services and broking house in India within a short span of time. Today, we are the fastest growing financial service with 5 mega group companies under it. With diligent effort, acknowledged industry leadership, and experience, we have spread our trustworthy expertise all over the country with pan-India presence across more than 1784 outlets spread across 560 cities. With a smorgasbord of services across all verticals in finance, we offer you the perfect blend of financial services right from Equity Broking, Advisory Services that cover --- Management Services, Mutual Fund Investments, Insurance to exceptional Depository Services.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.