Wealth Manager

7 days ago

Goregaon East Mumbai Maharashtra, India Team HR Full time ₹ 18,00,000 - ₹ 36,00,000 per year

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

  1. People are ready to do sales.

  2. ⁠ they have a background from investment or banking or mutual funds or insurance

  3. ⁠ 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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