Wealth Manager - BFSI

Wealth Manager

Job Description:

- This is a Sales Role and involves acquisition of new clients/management of existing clients portfolio

- Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.

- New client acquisition for Broking , Investment products - PMS/MF/Fixed Income and Insurance on as per assigned targets

- Ensure timely advice to customers for Equity and Derivative markets

- Portfolio Review to be done monthly with clients for deepening the Client relationship.

- Ensure adherence to Compliance process for advice given

- 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP

- Daily meetings to be done with existing clients and new prospects for business.