Premier Wealth Manager

• Responsible for catering the investment needs of clients by providing them research based advises
• Interfacing all queries of clients and understanding their investment needs
• Taking care of portfolios of clients and providing them Investment solutions
• Generating business from the existing accounts and achieving profitability and increased sales growth, identifying prospective business and establishing strategic partnership & alliances
• Manage wealth & retail clients through client visits, provide financial investment advisory to the clients and achieve revenue target.
• Advise clients on their product requirement to maximize their investments.
• Develop new relations through referencing & other sources.
• Provide Market feedback (new product, pricing, competitor s activity etc) .

Job Specification: -

• Candidate should have experience of managing / acquiring wealth & retail customers.
• MBA from Tier 3 institutes with 2 years experience in mass affluent customers.