Private Wealth - Manager / Sr Manager / AVP / VP

Job Description

Wealth Manager / Sr Manager  / AVP / VP

Client -NBFC / Fintech

Locations - Jalandhar , Jaipur , Delhi , Hyderabad , Mumbai ,Bangalore ,Chennai ,Indore ,Kolkata,Ranchi

Experience - 2+ yrs

Education - Graduate / PG

ROLES & RESPONSIBILITIES : -

• Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.
• Establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
• Experience working in a Private Bank / Wealth Management set up.Selling of products :   Mutual Funds, PMS, Structured Products , etc.
• Handle and manage clients.Experience of advising clients across asset classesResponsible for Acquiring Preferred clients (Affluent & Super Affluent)
• Maintaining client relationships and generate AUM from preferred clients.
• Advising clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

Skills Required

Mutual Funds, Wealth Management, Pms, structured products