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Wealth Manager

Wealth Manager

BonanzaDelhi, IN
19 days ago
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.

Preferred Qualification :

  • CFP / CFA / MBA in Finance / Marketing
  • Preferred Experience :

  • 5+ year experience in financial services / Broking Company and Insurance sector
  • Key Skills :

  • Should be an individual performer
  • Handling a reasonable book size
  • Pleasant personality and good communication skills.
  • Functional Area :
  • Marketing
  • Job Location :

  • Mumbai, Indore, Surat, Delhi, Bangalore
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