Wealth Manager Sales Broking Firm (6 8 Yrs) Mumbai/delhi Ncr/pune/hyderabad/chennai/bangalore/ahmedabad/kolkata (bfsi Sales)
Job Description
This is regarding opening with a leading Broking Firm as a Wealth ManagerDesignation: Wealth ManagerExperience: 6 - 8 years relevant work experience in a Wealth management/Private Banking platform.Location: Role:- Responsible for carrying out an integrated plan that, after a thorough examination of the client's profile, tackles wealth generation, preservation, and enhancement for private clients.- Present the full range of products to current customers and help them expand their holdings in the areas of mutual funds, PMS/AIF strategies, structures, alternative assets, direct equity, unlisted opportunities, and company or consumer asset/loan products.- Provide clients with solutions according to their investment profile after consulting the product and research teams. reviewing customer portfolios on a regular basis in compliance with defined protocols and/or deadlines.- Actively counsel and advise clients, educating them about investing possibilities and potential hazards, and outlining the many financial services that are offered. (ref:updazz.com)
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Job Detail
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Job IdJD3587745
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationIndia, India
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EducationNot mentioned
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ExperienceYear