Wealth Manager
4 weeks ago
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:.
- 3+ year experience in financial services/ Broking Company and Insurance sector.
Key Skills:.
- Should be an individual performer.
- Handling a reasonable book size.
- Pleasant personality and good communication skills.
Functional Area:.
Marketing.
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