Wealth Manager

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