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18/02 Nazima Dina
Director at Bondburry Recruitment Pvt Ltd

Views:85 Applications:46 Rec. Actions:Recruiter Actions:19

Senior Wealth Manager - Sales - Bank (4-7 yrs)

Ahmedabad/Delhi/Delhi NCR/Jaipur/Kolkata/Lucknow/Ludhiana/Mumbai/Pune Job Code: 199141

Hiring for financial services group committed to help you achieve your goals. Our wide range of services and a diversified client base is an outcome of our expertise in guiding you through the financial markets.

Our growing network of more than 3000 offices across 400+ locations in India and overseas offices through a subsidiary in DUBAI. We offer diverse services including Equities, Commodities & Currencies Markets Intermediation, Portfolio Management Schemes (PMS), Depository Services, Mutual fund and IPO distribution, Securities Lending and Borrowing Services, Corporate Advisory and International Broking, etc.

We account for a substantial share of NSE clearing volumes in the Equity and Currency derivative segments. We are also India's leading Depository Participants with NSDL and CDSL.

Our expertise in serving our clients to their objectives has earned us the trust of reputed names in the finance industry.

Designation: Sr. Wealth Manager

Job Location - Delhi, Mumbai, Pune, Lucknow, Kolkata, Ahmedabad, Ludhiana, Jaipur

Experience: 4+ Years

Salary range: Not a constraint

JOB DESCRIPTION : Wealth Manager

- The wealth advisor will have to undertake the following responsibilities: Prospect, acquire and retain clients

- Achieve budgeted targets in terms of number of clients/volume of business & assets.

- Research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios

- Understand clients needs & requirements and accordingly position products & services

- Coordinate with product and research team for taking investment decision for the clients

- Recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client

- Contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment

- Provide various investment performance reports and summaries to the clients

- Build and maintain client bases, along with relevant comments/remarks for future reference

- To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.

CORE RESPONSIBILITIES :

- Generate new business to achieve defined sales targets

- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

- Ensure ongoing self-development.

- Manage the key performance indicators at the highest level.

- Generate new business to achieve defined sales targets

- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

- Ensure ongoing self-development.

- Manage the key performance indicators at the highest level.

- Person should have good communication skills

- Good experience in Wealth management

Notice Period- Immediate- 15 Days

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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