Manager/Senior Manager - Wealth - NBFC

About Our Client

The client is a Indian NBFC company with multiple offices

Job Description:

Private Wealth - WM / RM / Manager / Sr Manager/ AVP / DVP

Experience : 2 yrs to 25+ yrs

Location : Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata

Education : Graduate /PG

ROLES & RESPONSIBILITIES:

- Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management

- Selling of products : Mutual Funds, PMS, Structured Products etc

- Handle and manage clients.

- Experience of advising clients across asset classes

- To prospect, acquire and retain clients

- To achieve budgeted targets in terms of number of clients/volume 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

- Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individ

- Maintaining client relationships and generate AUM

- Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients