Wealth Manager

Wealth Manager - Private Clients Group

THIS IS A SALES ROLE - INVOLVES ACQUISITION OF NEW CLIENTS / MANAGEMENT OF EXISTING CLIENTS PORTFOLIO

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.

New client acquisition for Broking , Investment products -

PMS / MF / Fixed Income and Insurance on as per assigned targets

1. Ensure timely advice to customers for Equity and Derivative markets

2. Portfolio Review to be done monthly with clients for deepening the Client relationship.

3. Ensure adherence to Compliance process for advice given

4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP

5. Daily meetings to be done with existing clients and new prospects for business.

(ref : iimjobs.com)