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Job Views:  
132
Applications:  53
Recruiter Actions:  21

Job Code

1449459

Private Wealth Manager

10 - 25 Years.Delhi NCR/Delhi/Mumbai/Navi Mumbai/Hyderabad/Bangalore/Chennai
Posted 1 month ago
Posted 1 month ago

Our client is a well known financial institution looking out for Managers, Teamleads & Regional Manager for its private wealth segment.

The candidate would be responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients & offer wealth advisory services. Need to ensure growth of AUM or book size.

Key Deliverables:

1) Critical:

- Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.

- Monitor financial market trends to ensure that client plans are responsive.

- Must ensure the growth of AUM / Book Size

- Responsible for achieving targets based on acquisition and revenue generation through investment products.

- Responsible for business development through acquisition of high net-worth clients.

- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

2) Routine:

- Analyse client portfolios and make necessary suggestions.

- Recommend financial products.

- Responsible for identifying customer needs and assessing their risk appetite

- Provide regular updates to the immediate superior as and when required

- Create and enforce plans that will help meet the needs of the customer.

If keen, please reach out on call/ WhatsApp 9719198789

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Posted By

Job Views:  
132
Applications:  53
Recruiter Actions:  21

Job Code

1449459

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