10/01 Shruti Joshi
Sr. Recruiter at LanceSoft Inc.

Views:94 Applications:32 Rec. Actions:Recruiter Actions:11

Wealth Manager - Sales - HNI/UHNI (1-8 yrs)

Gurgaon/Gurugram Job Code: 59255

Job Description :

- The job profile is of Wealth Manager, who will be responsible for managing the portfolio of the HNI/ Ultra HNI clients for providing them with better investment solutions & services to facilitate easy wealth creation.

Roles and Responsibilities :

1. Responsible for cross-selling various financial products like Mutual funds, Insurance (Life, General), etc. to new customers and building depth within the existing relationships.

2. Meeting monthly targets by providing 360-degree Financial Assessment Services, Wealth Management Services and by doing portfolio reviewing of the various client segment.

3. Formulating strategies for expanding the client base by providing investment advice to the clients.

4. Maintaining long-term relationships with existing/new clients for increasing the Asset Under Management (AUM) for the company.

5. Cross-sell products and services to both new & existing clients according to their need.

6. New client acquisition - acquiring clients through networking, database, market intelligence or reference from existing clients.

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