Posted By
Pooja Wagh
Talent Acquisition- Junior Associate at Edelweiss Broking Limited
Last Login: 06 March 2019
6182
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333
APPLICATIONS
99
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Posted in
Banking & Finance
Job Code
664358
Salary Offered : 6-20 LPA
Job Purpose :
The Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy.
- This position is responsible for managing the delivery of our wealth management segment; coach, train and support our wealth management sales staff; oversee wealth management operations and support
- As the Company works on Advisory Model, the candidate shall be responsible for the Promotion, Development and Handling of Client Relationships related to Financial Planning and Wealth Management.
- Managerial Responsibilities : Monitor and address HNI clients banking and Investment requirements
- Functional Responsibilities : 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
- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
- Achievement of product-wise targets
- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio
- Ensuring need based product approach towards clients and regular reporting of product penetration
- Conduct risk profiling of all mapped clients for better advisory on investment needs
Qualifications : PG - MBA/PGDM
Experience : Minimum of 3 years of experience
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Posted By
Pooja Wagh
Talent Acquisition- Junior Associate at Edelweiss Broking Limited
Last Login: 06 March 2019
6182
JOB VIEWS
333
APPLICATIONS
99
RECRUITER ACTIONS
Posted in
Banking & Finance
Job Code
664358