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08/05 Aravinda Prabhu
Director at Mpower HR

Views:43 Applications:9 Rec. Actions:Recruiter Actions:0

Wealth Manager - BFSI (4-10 yrs)

Bangalore Job Code: 36401

The role of a Wealth Manager is highly entrepreneurial and involves extensive client development, prospecting, and financial consultancy.

Job Responsibilities will include:

Actively sourcing and prospecting for potential clients

- Should be responsible in building and maintaining long term relationships with a portfolio of financially successful clients

- Is expected to be equipped with skills and tools necessary to fast track client to financial and professional success.

- Reviewing and monitoring clients- financial progress and status regularly.

- The candidate should possess first class interpersonal and communication skills

- Proactive management of the client base to increase penetration of wealth management products, increase share wallet and improve profitability of the customer base.

- Proactive learning and self development initiatives to understand the latest product offerings in the market.

- Effective management of customer relationships and anticipation of customers financial needs on an ongoing basis.

- Growth of portfolio as outlined in the business plans for the package (existing and new business) and number of customers managed (Must Require Acquisition of New HNI Clients)

- Key performance indicators on activity, sales & persistency by developing, formulating and implementing specific sales plans to achieve targets.

Personal Attributes

- Good Interpersonal,

- Sound Knowledge in Financial Instrument.

- Ambitious and willing to work hard to achieve targets.

- Ability to work individually

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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