Wealth Manager

5 days ago

Bengaluru Jaipur Surat, India Bonanza Portfolio Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Wealth Manager

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

Key Skills:

  • Should be an individual performer
  • Able to handle a reasonable book size
  • Pleasant personality and good communication skills.

Functional Area:

Marketing

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