Talent Advisor at Enigma Human Capital
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Wealth Manager - BFS (4-10 yrs)
Job Description :
- Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc
- Generate leads and develop prospects, network to identify referrals to new clients
- Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan
- Identify and execute on new business opportunities with existing clients
- Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions
- Generating minimum of 3X revenue per month (1.5X in the first 12 months).
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