Wealth Manager
ConfidentialHyderabad / Secunderabad, Telangana, Bengaluru / Bangalore, Chennai29 days ago
Job descriptionIdentify and acquire new institutional clients. Maintain regular contact with clients through calls and meetings. Promote multiple products / services to clients, increasing revenue and wallet share. Monitor client portfolios and provide tailored recommendations. Share updates on financial products and market trends. Drive sales by leveraging client relationships and promoting various financial products. Strong local network and market knowledge. Sound understanding of financial products and current market trends. Excellent communication, negotiation, and customer service skills. Target-driven with the ability to adapt to a dynamic environment.
Purpose :
- Build relationships with institutional clients, including corporates, SMEs, banks, and financial institutions.
- Manage client investment portfolios, provide market updates, and offer expert recommendations.
Key Responsibilities :
Client Acquisition & Relationship Management :
Portfolio Management :
Revenue Generation :
Preferred Candidate Profile :
Skills Required
Wealth Management, Financial Advisory, Wealth Manager
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Wealth Manager • Hyderabad / Secunderabad, Telangana, Bengaluru / Bangalore, Chennai