Wealth Manager
4 days ago
Profile - Wealth Manager
Location - Goregoan East
All Sunday + 2nd & 3rd Saturday are off
Bank holiday as per BSE exchange
Timing - 9:30pm to 6:30pm
Job Description
We are looking for a Wealth Manager / Relationship Manager to be responsible for offering financial advice
and services that will assist clients in their financial endeavors. The responsibilities
of Wealth Managers include relationship management, helping clients with account
details, and providing advice on financial investments.
To be successful as a Wealth Manager, you should have the ability to explain
complex information, be confident, and have good sales and negotiation skills.
Ultimately, a top-notch Wealth Manager should have superior knowledge of wealth
management, good presentation skills, and an understanding of customer relations tactics.
Wealth Manager Responsibilities:
* Advising clients on financial products and services.
* Prospect, acquire and retain clients
* Understand client's needs & requirements and accordingly position products &
services
* Coordinate with product and research team for taking investment decision for theclients
* Provide various investment performance reports and summaries to the clients
* Build and maintain client bases, along with relevant comments/remarks for futurereference
* To guide clients in the gathering of information/documents.
* Recommend strategies clients can use to achieve their financial objectives,
including specific recommendations in such areas as cash management, insurance
coverage other than investment planning also to ensure a one-point relationship
for the client
* Achieve budgeted targets in terms of number of clients/volume of business &
assets.
Wealth Manager Requirements:
* Graduate Degree in Finance, Management, or related field.
* Previous experience in Financial Services.
* Must be analytical.
* Able to understand complex information..
* Good presentation skills & Confidence.
* Minimum experience 1+ years
People are ready to do sales.
they have a background from investment or banking or mutual funds or insurance
they should have some knowledge of financial products.
Job Types: Full-time, Permanent
Pay: ₹20, ₹25,000.00 per month
Benefits:
- Health insurance
- Provident Fund
Work Location: In person
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