Wealth Manager / Sr Wealth Manager
- Globe Capital Market
- 4 - 9 years
- Pune
- 4 years ago
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Job Description
Functional Area:Financial Services, Banking, Investments
Salary:No Bar for the right Candidate.
- Prospect, acquire and retain clients
- Achieve budgeted targets in terms of number of clients/volume of business & assets.
- Research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
- Understand clients needs & requirements and accordingly position products & services
- Coordinate with product and research team for taking investment decision for the clients
- 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
- Contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
- Provide various investment performance reports and summaries to the clients
- Build and maintain client bases, along with relevant comments/remarks for future reference
- To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.
Required Candidate profile
Skill Required :- Candidate should from broking industry.
- Good experience in Wealth management
- Ensure ongoing self-development.
- Minimum experience 2+ years
- Any graduate
Perks and Benefits
+ Huge IncentiveJob Classification
Industry: Banking, Financial Services, BrokingFunctional Area: Sales, Retail, Business Development,
Role Category: Retail Sales
Role: Retail Sales
Employement Type: Full time
Education
Under Graduation: Graduation Not Required, Any Graduate in Any SpecializationPost Graduation: Post Graduation Not Required, Any Postgraduate in Any Specialization
Doctorate: Any Doctorate in Any Specialization, Doctorate Not Required
Contact Details:
Company: Globe Capital Market Ltd.Address: 704, 7th Floor, Ansal Bhawan,16 K.G. Marg, Connaught Place, NEW DELHI, Delhi - 110001,India
Location(s): Pune
Website: https://www.globecapital.com/
Keyskills: wealth HNI asset management investment banking senior manager capital market financial services banking broking revenue assurance mutual funds sales client acquisition wealth sales client generation portfolio management wealth management
Globe Capital Market
Globe Capital Market Ltd.A financial services group committed to help you achieve your goals. Our wide range of services and a diversified client base is an outcome of our expertise in guiding you through the financial markets.Our growing network of more than 3000+ representative off...
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