Wealth Manager - Banking

Hiring for Wealth Manager

Location: Mumbai (Andheri East)

Position: Wealth Manager

Job Description:

Wealth Manager Job Responsibilities:

- To prospect, acquire and retain clients

- Responsible for identifying customer needs, assessing their risk appetite and providing them investment options on the lending side for Faircent.com

- 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 client portfolios

- To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment

- To provide various investment performance reports and summaries to the clients

- To prepare the MIS reports in the specified formats

- Increase liabilities size of relationship via balances in accounts of existing customer

- Ensure profitability of the portfolio: Generate high Income per Customer

- To conduct and assist in organizing seminars, workshops and other business development activities

Arti Gupta