Team Leader - Wealth Management - HNI/Ultra HNI - Non Banking Financial Firm

Job Opportunity for Non Banking Financial Company

Designation - Team Leader - Wealth Management

Sal - 20 LPA to 30 LPA

ROLE & RESPONSIBILITIES :

The wealth Manager will have to undertake the following responsibilities :

- Acquiring new HNI & Ultra HNI 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

- To coordinate with product and research team for taking investment decision for the clients

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

PRODUCTS :

- Equity

- Debt

- Alternate Assets

- Real Estate

- Financing Options

SERVICES :

1. Financial Planning

2. Wealth reviews and investment strategy services.

3. Equity reviews and investment strategy.

4. Mutual fund reviews and investment strategy.

5. Wealth planning for retired individuals.

6. Wealth advice package.

Pragya Lakhera
Consultant
8439084425