Job Description
Wealth Manager / Sr Manager/AVP / VP
Client -NBFC /Fintech
Locations - Jalandhar , Jaipur , Delhi , Hyderabad , Mumbai ,Bangalore ,Chennai ,Indore ,Kolkata,Ranchi
Experience - 2+ yrs
Education - Graduate / PG
ROLES & RESPONSIBILITIES: -
- Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.
- Establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
- Experience working in a Private Bank/Wealth Management set up.Selling of products :Mutual Funds, PMS, Structured Products , etc.
- Handle and manage clients.Experience of advising clients across asset classesResponsible for Acquiring Preferred clients (Affluent & Super Affluent)
- Maintaining client relationships and generate AUM from preferred clients.
- Advising clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
