Company - Wealth Management Company.  Designation - Wealth Manager ( Can be discussed)   Reporting - VP - Wealth.  Location - Kolkata.   Summary -   Candidate will be responsible for managing the portfolio of the clients, providing them best solutions & services which help them to grow their wealth with multiple solutions.   Roles and Responsibilities :   1. Entire portfolio analysis of your clients.   2. Performing need analysis of the Retail, HNI & Ultra HNI client's requirement and doing their 360 degree financial planning/wealth management.   3. Managing and improving relationship values with existing clientele.   4. Formulating strategies to expand the HNI & Retail client's base.   5. Maintaining long term relationships with existing/new clients so as to increase the revenue base for the company.   6. Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through the financial planning process.   7. Achieving financial goals of the clients through various product line like LI, MF, FI, GI, etc.   Key requirements :   - Must have experience in wealth/portfolio management, financial planning or investment advisory.  Salary offered: 15 - 20 LPA  Interested candidates can contact:  Contact Person - Ms. Trupti Malik Mob - +91 - 9029006247

Kolkata

Wealth Manager - BFS  

Job Description for Wealth Manager - BFS   in RightMatch HR Services in  Kolkata for (5-8) years of experience. Apply Now!