Wealth Manager

  • Delhi
  • Confidential
  • 2-7 years
  • Views
  • 23 Mar 2017

  • HR/ Human Resources

  • Banking - Retail
Job Description

- To do the entire portfolio management of your client.

- Performing need analysis of the client's requirement and doing there financial planning / wealth management.

- Managing and improving relationship values with existing customers

- Become a trusted client adviser, maximizing long-term revenue opportunities for the company.

- Develops a deep understanding of the technical and business challenges that clients face, then identify the opportunities to increase sales of related products and services.

- Selecting products for the customers according to their requirements from all liabilities products.

- Formulating the strategies / financial planning to increase client base.

- Maintaining long term relationships and deepening relationships with existing High Net Worth customers so as to increase revenue base for the company.

- Cross-sell products and services to both new as well as existing customers as per their lifestyle, risk profiling and requirements.

- Performing new client acquisition and increase revenue generation through sale of all liability Products Including Insurance (LI & Non LI), MF, PMS, IPOs,Bonds, Gold, Real Estate & Capital Protection Fund etc To HNI clients. (Achieve the goals with any of the financial Products).

- Great career exposure by working with multiple Financial Products.

- 15 days of Paid Training of candidates based on the need analysis with be provided.

- We see and appreciate individual performances and give each employee lots of space to develop.

- We support our employees with individual measures meant to help them achieve their career goals and more.

- Focus on personalized developmental assessments that enable our people to expand their competencies and hone their strengths.

- Transparency and the open exchange of ideas.

- We believe in professionalism, sustainability, mutual respect and excellence.

- Stimulating work environment with many attractive benefits to make day-to-day work as pleasant and enjoyable as possible.

Competencies/Skill sets for this job

Pms Strategies Risk Profiling

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