Wealth Manager - BFSI

Responsibilities:

- Build and manage relationships, identify, and cultivate potential leads

- Develop, implement, and manage a marketing and lead generation strategy

- Provide objective and candid feedback to staff regarding performance

- Develop a thorough understanding of client's financial needs, goals, and expectations, and match resources to their specific needs

- Develop and implement plans that maximize long term growth and cash flows in the portfolio

- Meet with clients on an ongoing basis to update them on portfolio performance

- Meet with clients as needed to discuss financial matters, review their portfolio, and address other concerns

- Negotiate with clients on investment and insurance matters

- Maintain and update client files