Senior Wealth Manager
- IGT
- 1 - 6 years
- Pune
- 3 months ago
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Job Description
Job Description
1. To identify and acquire the customers
2. Maintaining the relationship with the customers.
3. Retention of customers
4. To cross-sell the investment party products
5. To ensure to reach the revenue target. Acquiring new and prospective customers
Understanding the requirements of the prospect.
Providing clients with advices that helps them to sort out their problems in investment.
Ensuring future business from those prospective customers in the long run.
1. Generate revenues and AUM for the company as per the expectation
2. Give high priority service to the customers as per the company processes
3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities
broking, derivatives, bonds and all the products promoted by the company
Candidate Requirements
Experience: Minimum 2 years in financial services, preferably in wealth management, broking, or investment advisory.
Product Knowledge:
Portfolio Management Services (PMS)
Mutual Funds
Equity & Capital Markets
Strong communication, interpersonal, and client management skills.
Ability to understand and assess client risk profiles and investment goals.
Certifications such as NISM VA / NISM XA & XB / CFP / CFA (preferred but not mandatory).
For better reach -
ha**********r@nl****h.in
Job Classification
Industry: Financial Services (Broking)Functional Area / Department: BFSI, Investments & TradingRole Category: BFSI, Investments & Trading - OtherRole: BFSI, Investments & Trading - OtherEmployement Type: Full timeContact Details:
Company: Wealth ManagerLocation(s): Pune
Keyskills: Wealth Management HNI Mutual Funds Bonds Portfolio Equity Ultra Acquisition Ultra Hni PMS MF Stock Aif
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