Wealth Manager Job in Executive Search
- Jaden Executive Search
- 2 to 7 Yrs
- Agra
- 9 months ago
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Job Description
Urgent Hiring in Wealth Profile.
Location: Mumbai, Bangalore, Delhi, Noida, Gurugram, Bhopal, Agra, Chennai
Preffered Candidates From Stock Broking.
JOB DESCRIPTION
Role Responsibilities:
Client Relationship Management:
*Cultivate and manage relationships with clients, understanding their financial objectives, risk tolerance, and investment preferences.
*Act as the main point of contact for clients, addressing their inquiries, providing regular updates, and ensuring a high level of client satisfaction.
*Deepen the relationship by Cross selling other financial Products- Mutual Funds, Equity, PMS, AIF and Services according to Customer Needs.
*Enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring accounts and retaining relationship.
Financial Planning:
*Conduct comprehensive financial assessments for clients, identifying their financial needs, goals, and risk tolerance.
*Develop personalized financial plans and investment strategies to help clients achieve their objectives.
Product Advisory:
*Provide advice on a range of wealth management products and services, including investment portfolios.
*Stay informed about market trends, economic developments, and regulatory changes that may impact clients' portfolios.
Portfolio Management:
*Build and manage investment portfolios based on clients' risk profiles and financial objectives.
*Monitor and analyze portfolio performance, making adjustments as necessary to optimize returns and manage risks.
Business Development:
*Identify and pursue opportunities to expand the client base through referrals,
networking, and other business development activities.
*Collaborate with internal teams to cross-sell other financial products and services.
Compliance and Risk Management:
*Ensure compliance with regulatory requirements and internal policies.
*Assess and manage risks associated with client portfolios and financial plans.
Desired qualifications:
Graduate/Postgraduate
Certifications Preferred:
NISM-Series-V-A: Mutual Fund Distributors Certification Examination
Series-XXI-A Portfolio Management Services (PMS)
NISM Series XIX-A: Alternative Investment Funds
NISM Series XIX-B: Alternative Investment Funds
Overall Experience Required: 6 +Years.
Location: Mumbai, Bangalore, Delhi, Noida, Gurugram, Bhopal, Agra, Chennai
Reports to: Business Head
Salary Range : 8 -14 LPA
Interested candidate can share resume on hidden_email or You Can connect us on +91 hidden_mobile
Employement Category:
Employement Type: Full timeIndustry: BrokingRole Category: Sales / BDFunctional Area: Not SpecifiedRole/Responsibilies: Wealth Manager Job in Executive SearchContact Details:
Company: Executive SearchLocation(s): Agra
Keyskills: mutual funds sales demat accounts investment wealth management stock broking stock market direct sales
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