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Business Service Manager at Renous Consulting
Views:175 Applications:33 Rec. Actions:Recruiter Actions:33
Wealth Manager - BFSI (3-5 yrs)
Job Type: Permanent role
Job Locations: Mumbai/ Hyderabad/ Ahmedabad/Chennai
Job Responsibilities:
- To provide end-to-end service solutions to existing customer relationships in a proactive manner
- Identify potential new clients and work with them to build relationships with the goal of managing their wealth
- Building and maintaining long term relationships, deepening relationships, and growing revenues for the organization
- Prepare or interpret for HNI Investors information such as investment performance reports, financial document summaries, or income projections
- Investigate available investment opportunities to determine compatibility with client financial plans
- Manage HNI Investors' portfolios, keeping investor plans up-to-date.
- Proactively advise and consult clients explaining the types of Financial services available, educating them about investment options and potential risks
- Monitor financial market trends and advise HNI Investors on Financial Products and Services
Job Requirements:
- Master's Degree in Finance or equivalent qualification
- 3-5 years experience in Financial Services/Asset & Wealth Management
- Strong Networking and Relationship Building skills
- Good communication - written & verbal and presentation skills
- Good business acumen, problem-solving ability
- Excellent analytical skills
About the client: The client provides institutional & HNI investors investment and financial services.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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