Wealth Manager

1 day ago

Delhi, Delhi, India Talengage Full time ₹ 10,00,000 - ₹ 20,00,000 per year

About Our Client

The client is a Indian NBFC company with multiple offices

Job Description

Private Wealth - WM / RM / Manager / Sr Manager/ AVP / DVP

Experience - 2 yrs to 25+ yrs

Location - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata

Education - Graduate /PG

ROLES & RESPONSIBILITIES: -

  • Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management
  • Selling of products : Mutual Funds, PMS, Structured Products etc
  • Handle and manage clients.
  • Experience of advising clients across asset classes
  • To prospect, acquire and retain clients
  • To achieve budgeted targets in terms of number of clients/volume of business & assets.
  • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
  • To understand clients needs & requirements and accordingly position products & services
  • Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individ
  • Maintaining client relationships and generate AUM
  • Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

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