Wealth Manager @ vibgyor enterprises

Job Description

JOB DESCRIPTION :- Wealth Manager

The wealth advisor will have to undertake the following responsibilities:

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.

Core Responsibilities

Generate new business to achieve defined sales targets

Provide professional customer service to achieve a high percentage of customer

satisfaction and retention.

Ensure ongoing self-development.

Manage the key performance indicators at the highest level.

Generate new business to achieve defined sales targets

Provide professional customer service to achieve a high percentage of customer

satisfaction and retention.

Ensure ongoing self-development.

Manage the key performance indicators at the highest level.

Person should have good communication skills

Good experience in Wealth management

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Keyskills:   sales cash management wealth management