Wealth Manager - Bank

Position : Wealth Manager

Grade : M1

Location : Mumbai

Job Details :

- Advised clients on a range of investment opportunities for their financial growth. (No Client acquisition because of huge client base)

- Offered specialized services concerned with asset allocation and budget control.

- Served as a wealth manager for a broad base of clients. (Nearly 200 HNI & ultra HNI clients)

- Ensuring end-to-end management of investments of HNI’s and ensuring effective handling of HNI client's query.

- Maintained client database, working closely with team to relationship-manage customers and maximize referrals and sales opportunities

- Profitably selling and marketing the financial products like Mutual Funds, Life Insurance, Gold Coins and Working Capital Finance .

- Participating actively in branch sales planning to generate action plans for meeting targets.

- Generation of Fee Income from IPG , mainly Life Insurance , Mutual Fund, Structure Products and PMS

Job requirement:

- Candidate should be a post graduate from Tier 1 / Tier 2 B-school.

- Should have an experience of 1-5 years in the any of the industry

- Ability to advise and handle relationships of top end clients