Wealth Advisor

1 day ago

Delhi Delhi, India Winsmart Jobs Full time

Hiring for our reputed and well known client in Kolkata

Job Role : Private Wealth Advisor

Experience : 3+ Years in wealth advisory

Salary : 5LPA To 40LPA

Job : Kolkata

Roles and Responsibility
- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
- Individually handling clients with the book size of 25 lacs & above.
- Creation of revenue & Activation of clients through effective Advisory.
- Cross selling of other products like Mutual fund, PMS, Insurance.
- Handling Queries & complains of client's & solving it within TAT.
- Acquiring new clients & retaining the old clients by periodic meetings.
- Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

**Job Types**: Full-time, Permanent

Pay: ₹800,000.00 - ₹1,500,000.00 per year

**Benefits**:

- Health insurance
- Paid sick time
- Paid time off
- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Commission pay
- Performance bonus
- Quarterly bonus
- Yearly bonus

**Education**:

- Bachelor's (required)

**Experience**:

- Wealth management: 3 years (required)
- Handling HNI clients: 3 years (required)

License/Certification:

- NISM VIII (required)

Work Location: In person

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