Senior Wealth Advisor/Private Wealth Advisor

Designation - Sr. Wealth Advisor / Private Wealth

Location : Mumbai, Bangalore, Ahmedabad

Job Responsibilities :

1. Responsible for catering the investment needs of clients by providing them research based advises.

2. Interfacing all queries of clients and understanding their investment needs

3. Taking care of portfolios of clients and providing them Investment solutions

4. Generating business from the existing accounts and achieving profitability and increased sales growth, identifying prospective business and establishing strategic partnership & alliances

5. Manage wealth & retail clients through client visits, provide financial investment advisory to the clients and achieve revenue target.

6. Advise clients on their product requirement to maximize their investments.

7. Develop new relations through referencing & other sources.

8. Provide Market feedback (new product, pricing, competitor's activity etc).

Salary Offered: 10 - 20 LPA