Wealth Manager

RK HR Management
  • Ludhiana
  • 10-17 lakh
  • 3-8 years
  • Views
  • 13 May 2019

  • Finance/ Accounts

  • Banking - Retail
Job Description

To prospect, acquire & retain clients
Achieve budgeted targets in terms of number of clients/volume of business
To research, investigate & update themselves on available investment opportunities
Understand clients needs & requirements 

Desired Candidate Profile:Inspire trust & confidence in clients

Engage clients in meaningful conversations about their finances & take active interest in their financial well being A thorough understanding of financial markets, their behavior Excellent interpersonal skills


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RK HR Management