Job Description

Job Title : Senior Wealth Manager - Financial Services - Mumbai- We are seeking an experienced Wealth Manager who will be responsible for offering financial advice and services that will assist clients in their financial endeavors. This involves working with clients to help them make the right decisions with their investments and explain the financial services on offer to them.Job Responsibility :- Lead generation through various avenues.- Calling customers and updating them about the company\'s products, services, or new launches- Analysing clients\' financial goals and assets allocation and offering clients recommendations on various financial products and services- Enhance or expand investment portfolios through consultative reports and informed recommendations on fresh investment opportunities and resources.- Monitoring the performance of investments done by clients- Setting sales targets for the organization.- Ability to team with and influence partners, to formulate the best strategy to serve the client.- Skilful at using influencing and communication skills, to gain acceptance of a product, service, or idea from prospects and clients- Ability to build and sustain productive client relationships, and deliver quality service and high satisfaction- Ability to create a good first impression, command attention and respect, with an air of confidence. Comfortable at dealing with clients and colleagues at the highest levels.Key Skills :- Excellent communication, negotiation, and interpersonal skills.- Demonstrated ability to develop and implement successful financial strategies.- Ethical and professional conduct in all client interactions, relevant toolsMandatory :- Wealth manager to possess extensive knowledge about Unlisted shares and Pre IPO segment.- Proven experience as a Wealth Manager or Senior Wealth Advisor, preferably working with high-net-worth clients.- Strong understanding of investment products, financial markets, and tax implications.- Product : Insurance, Mutual Funds and FDTarget Industry : Banking/Financial Services (B2B & B2C)Gender : OpenExperience: 6-8 yearsJob Location : Mulund West, MumbaiWorking Days : 6 days (10 am to 6pm)Qualification :- Graduate/Post GraduateNotice Period : Immediate to 30 days onlyRelocation candidates : NoReporting to : Head- Business Development (ref:updazz.com)

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