Wealth Manager Key Skills : - Ability to manage & improve relationship value of existing customers. - Ability to build and maintain long term relationships, deepening relationship and growing revenues. - Ability to provide seamless and superior service delivery. - Ability to ensure compliance with key regulatory level requirements. - A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. - Excellent oral and written communication skills with clarity of thought, speech and expression. - Excellent interpersonal skills. - Good Analytical Skills. Job Description : Role and Responsibilities : - Responsible for acquiring preferred HNI clients. - Maintaining client relationships and generate AUM from preferred clients. - Advising HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients - Track the HNI segment in the market for new client acquisition. - To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients' portfolios. - Use financial acumen and investment expertise to review a client's personal data, align client's 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 customers for increasing customer base of the portfolio. - Conduct risk profiling of all mapped clients for better advisory on investment needs. - Ensuring need-based product approach towards clients and regular reporting of product penetration.

Anywhere in India/Multiple Locations

Delhi NCR

Mumbai

Bangalore

Hyderabad

Kolkata

Pune

Kerala

Gurgaon/Gurugram

Any Location

Seguro - Wealth Manager 

Seguro - Wealth Manager  ,Job Description for Seguro - Wealth Manager  in Seguro Private Wealth in  Anywhere in India/Multiple Locations Delhi NCR Mumbai Bangalore Hyderabad Kolkata Pune Kerala Gurgaon/Gurugram Any Location for (2-15) years of experience. Apply Now!

Job Description for Seguro - Wealth Manager  in Seguro Private Wealth in  Anywhere in India/Multiple Locations Delhi NCR Mumbai Bangalore Hyderabad Kolkata Pune Kerala Gurgaon/Gurugram Any Location for (2-15) years of experience. Apply Now!

Seguro - Wealth Manager  | iimjobs.com