Hr Recruiter at Indiref
Views:106 Applications:43 Rec. Actions:Recruiter Actions:28
Wealth Manager - Sales - BFSI (5-15 yrs)
- Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, PE, Bonds, Structured Products, equity, life insurance etc.
- Generating a minimum of 3X revenue per month
- Acquiring 2 new clients per month
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Manage client portfolios, keeping client plans up-to-date.
- Contact clients periodically to determine any changes in their financial status.
- Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.
- Canditate must be in wealth managmnet role in Banks,Securities,PMS copmanies.
- He or she must have sales exp in MF,PMS,AIF to HNI(HIGH NETWORK INDIVIDUALS) having captive customer base.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
