- Advising clients on products and services available on Investment, ensuring they are aware of and understand those that best meet their needs, and then securing a sale   - To increase the overall financial revenue being generated from the set of clients mapped/acquired.  - Building a healthy client base; building a healthy asset base secured and unsecured loans; seamless and superior service delivery, compliance with key regulatory and bank level requirements;   - Conducting in-depth reviews of clients investments based on existing Financial Profiler by analysing information and preparing plans best suited to clients'' requirements   - Designing financial strategies and structure the offering in a cost-effective manner   - Promoting and selling Investment products to meet given sales targets   - Resolution of queries of all mapped clients within TAT specified   - Ensuring regular updating of call reports in relevant system   - Ensuring need based product approach towards clients and regular reporting of product penetration   Key Skills :   - Ability to research information from various sources on Investment and process the information to make informed decisions   - Ability to Keep abreast with Investment products and legislation   - Ability to ensure compliance through regular process checks and self-audit scores   - Managing relationships to improve relationship value of existing customers   - Ability to train coach and train the wealth managers   Educational Qualification : Graduates / MBA Full Time   Work Experience : 8 years and above experience

Mumbai

Manager - Investment Advisor - Wealth Management Group 

Manager - Investment Advisor - Wealth Management Group  ,Job Description for Manager - Investment Advisor - Wealth Management Group  in Kairos Consulting India in  Mumbai for (8-11) years of experience. Apply Now!

Job Description for Manager - Investment Advisor - Wealth Management Group  in Kairos Consulting India in  Mumbai for (8-11) years of experience. Apply Now!