Search Jobs
Apply without registration
Not Disclosed by Recruiter Posted 53 days ago Job Applicants: 20 Job Views: 282

Job Description

 
Send me Jobs like this
    Job description:

    The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI ).
    Maintaining client relationships and generate AUM from preferred clients.
    Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
    Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
    To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
    To conduct and assist in organizing seminars, workshops and other business development activities.
    The wealth advisor will have to undertake the following responsibilities:
    To prospect, acquire and retain clients.
    To achieve budgeted targets in terms of number of clients/volume of business & assets.
    To research, investigate and update themselves on available investment
    Opportunities/financial market trend to determine whether they fit into clients portfolios.
    To understand clients needs & requirements and accordingly position products & services
    To coordinate with product and research team for taking investment decision for the clients.
    To 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.
    To 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
    To provide various investment performance reports and summaries to the clients.
    To 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.

    If interested, kindly share your updated CV at alisha@successwrks.in


    Regards,
    Alisha Vishwakarma.

Salary: Not Disclosed by Recruiter

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Investment Banking

Role:Wealth Manager

Employment Type: Permanent Job, Full Time

Keyskills

Desired Candidate Profile

    Please refer to the Job description above
Company Profile:

SUCCESSWRKS HR Solutions Private Limited

Hr Consultancy
View Contact Details
Apply without registration

IEIL has taken all reasonable steps to ensure that information on this site is authentic. Applicants are advised to research bonafides of advertisers independently. IEIL shall not have any responsibility in this regard. We also recommend that you visit Security Guidelines and Terms and Conditions for more comprehensive information on this aspect.

Get Better Jobs & Higher Salaries. Suggested courses

I agree to the Terms and Conditions