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Wealth Manager

3 months ago

Raipur, Chhattisgarh, India A client of San management Full time

Job Title: Wealth Manager at IIFL Securities Ltd

This position is part of the PCG vertical at IIFL Securities Ltd, where you will be responsible for acquiring, managing, and advising High Net Worth Individuals (HNI) in various asset classes including Debt, Alternate Assets, Equity, Mutual Funds, PMS, PE, Bonds, Structured Products, and Broking.

  • Develop innovative product concepts to enhance revenue generation
  • Generate leads, cultivate prospects, and build a network for client referrals
  • Comprehend clients' investment and financial requirements, along with their risk tolerance, to develop and oversee a comprehensive long-term Asset Allocation strategy
  • Spot and capitalize on fresh business prospects within the current client base
  • Manage clients' investment portfolios, furnish financial research, offer precise information, and deliver customized financial solutions

About the Company: IIFL Securities Ltd is a renowned financial services company known for its expertise in wealth management and investment advisory.

Regards,

Syed