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07/05 Kedar Pradhan
Chief Manager - Talent Acquisition at Edelweiss Financial Services

Views:3519 Applications:290 Rec. Actions:Recruiter Actions:1

Edelweiss - Wealth Manager - HNI Client (4-8 yrs)

Ahmedabad/Chandigarh/Kolkata/Pune Job Code: 569202

The Wealth Manager shall be responsible for Research Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy.

- Responsible for Monitoring and Addressing HNI Clients banking and investment related requirements.

- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience thereby helping the client to reach his short term and long term investment goals.

- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio.

- Conduct risk profiling of all mapped clients for better advisory on investment needs.

- Should also have ability to manage relationships and to improve relationships value of existing customers.

- Ability to ensure compliance with key regulatory and bank level requirements.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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