Recruiter Logo
Now Apply on the Go!
Download updazz Jobseeker App and get a seamless experience for your job-hunting
21/08 Sharol Dsouza
HR at Analah Capital

Views:81 Applications:11 Rec. Actions:Recruiter Actions:0

Analah Capital - Wealth Manager - Sales (1-2 yrs)

Mumbai Job Code: 87692

- Client Acquisition and developing asset allocation strategies for achieving clients financial goals, Work on clients asset allocation, tax planning, retirement planning, and estate planning;

- Recommend Different financial products to clients for asset allocation across Pre IPO, Unlisted Shares, Mutual funds, Structured Products, Real estate, Insurance

- Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.

- Provides financial management information by preparing financial status analyses and reports.

- Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.

- Maintains quality service by establishing and enforcing organization standards.

- Contributes to Individual and team productivity by accomplishing results in line with organization expectations

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Add a note
Something suspicious? Report this job posting.