Wealth Manager - Broking Firm

The position is with Broking Firm and they are looking for Sales person for Wealth domain

Roles and Responsibilities :

- Responsible for cross selling various financial products to the new set of customers and building depth within the existing relationships.

- Offer products and solutions across asset classes - Commodities, Structured Products, Estate Planning, Real Estate, Financing solutions to name a few.

- Meeting monthly targets by providing 360-degree Financial Assessment Services, Wealth Management Services and by doing portfolio rewiring of the various client segment.

- Formulating strategies for expanding the client base by providing investment advice to the clients.

- Maintaining long-term relationships with existing/new clients for increasing the Asset under Management (AUM) for the company

- New client acquisition - acquiring clients through networking, database, market intelligence or reference from existing clients.