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03/01 Balaji
Senior Career Consultant at Team Lease Limited

Views:425 Applications:67 Rec. Actions:Recruiter Actions:0

Senior Wealth Manager - Financial Firm (4-9 yrs)

Kolkata/Lucknow Job Code: 21663

Looking for a Senior Wealth Managers in Kolkata/Lucknow for a leading financial firm.

Designation : Preferred Wealth RM

Salary details : Max : 15 lacs

Responsibilities :

- To cater to the needs of the Private Wealth clients of the branch.

- Managing the portfolio of the clients through investments into varied third party product offerings like Mutual Funds, Insurance, Fixed Deposits, and Gold.

- Adding value to the clients portfolio by offering products like Private Equity, Commercial Real Estate and customized Portfolio Management Services.

- To offer a comprehensive portfolio advisory service along with the banking needs to the wealth clients of all branches and manage their portfolios through a varied product offering of Non-Discretionary Portfolio Management Service (Direct Equity, Mutual Funds, Insurance, Gold, Debt Products)

- To manage and track the portfolios regularly to constantly give feedback to clients and appraise them on the market developments.

- To set up the client base through a proactive referral system from within the branches and also look at expanding the base.

Salary : INR 10,00,000 - 15,00,000 P.A.

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

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