Wealth Manager

Orange Corporate Solutions
  • Delhi
  • 6-10 lakh
  • 2-7 years
  • Views
  • 14 Jul 2017

  • Sales/ Business Development/ Account Management

  • Banking - Corporate
Job Description

Aspirants with TPP sales exposure with Mutual Fund, AMC, broking and banking industry can apply.
The wealth advisor will have to undertake the following responsibilities:
To prospect, acquire and retain clients
To achieve budgeted targets in terms of number of clients/volume of business & assets.
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
To understand clients needs & requirements and accordingly position products & services
To coordinate with product and research team for taking investment decision for the clients

Competencies/Skill sets for this job

Investment Decision Mutual Fund Wealth Advisor Banking Sales

Job Posted By

About Organisation

Orange Corporate Solutions