Senior Recruiter at zKonsult Innovative Solutions Pvt Ltd
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Wealth Advisor - Sales - Financial Services (1-3 yrs)
Wealth Advisory - Experience (1 to 2)
MBA in Finance
Job Description - Wealth Advisory and Portfolio Management
- Provide consultancy relating to Financial Planning, Tax Planning, Retirement Planning, Investment Planning, Estate Planning and other allied services.
- To sell asset, wealth & other products with a view to enhance revenue per client
- To service clients covering all their financial need / needs including 3rd party products
- To meet / call mapped clients for client servicing needs and new products cross sell
- To actively participate in driving campaigns conducted across liability and other products
- To conform to processes of the Organisation and have a high focus on compliance
- Manage and review current portfolios of existing clients with focus on customer satisfaction.
- Preparation of Financial Plan based on the risk appetite, goals, time horizon of clients.
- Enhancement of Book size by acquiring new HNI & UHNI clients.
- Identifying potential segments, and building relations with new HNI & UHNI clients.
Requirement :
- Should possess excellent communication skills and should be presentable.
- Should have thorough knowledge of financial markets & instruments like Direct Equity, Mutual Funds, Insurance etc.
- Should be able to analyse & work out customised financial plans for a client (training will be provided).
- Should be tech savvy to use tools for related functionalities
- Should possess exceptional organizational skills
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