Wealth Manager - PMS Sales / NCA

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 : .

Key Skills : .

Functional Area : .

Marketing.

(ref : iimjobs.com)