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17/07 Samruddhi Sakpal
Senior Manager - HR at Ekam Wealth Private Limited

Views:420 Applications:77 Rec. Actions:Recruiter Actions:76

Ekam Wealth - Wealth Manager/Senior Wealth Manager (4-6 yrs)

Mumbai Job Code: 1288941

- To prospect, acquire and retain clients

- To achieve budgeted targets in terms of number of clients/volumes of business & assets.

- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios

- To understand clients' needs & requirements and accordingly position products & services

- To coordinate with product and research teams to taking investment decisions for the clients

- To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, and insurance coverage other than investment planning also to ensure a one-point relationship for the client

- To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment

- To provide various investment performance reports and summaries to the clients

- To build and maintain client bases, along with relevant comments/remarks for future reference

- To guide clients in gathering information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, wills, etc.

- Should have own set of Client relationships and AUM

Women-friendly workplace:

Maternity and Paternity Benefits

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