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08/03 Dhananjay Kumar
AVP at Wealth Management

Views:23 Applications:16 Rec. Actions:Recruiter Actions:11

Wealth Manager/Senior Wealth Manager - BFSI (4-10 yrs)

Bangalore Job Code: 150142

Roles and Responsibilities :

- Monitor financial market trends to ensure that client plans are responsive.

- Must ensure the growth of AUM/Book Size

- Responsible for achieving targets based on acquisition and revenue generation through Equity, Mutual Fund, PMS, AIF, Bonds, structure products etc investment products.

- Responsible for business development through acquisition of HNI and UNHI clients.

- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

- Analyze client portfolios and make necessary suggestions.

- Recommend financial products.

- Responsible for identifying customer needs and assessing their risk appetite.

- Provide regular updates to the immediate superior as and when required.

- Create and enforce plans that will help meet the needs of the customer.

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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