Wealth Manager with IIFL securities (Premia) - The person in this role will be front face of the organization being responsible for contributing to the top-line by developing advisory relationships by proactively acquiring HNI clients and providing them with integrated financial services - Responsible to acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds, PMS, PE, Bonds, Structured Products and Broking - Developing new product ideas to improve revenue generation - Generate leads and develop prospects, network to identify referrals to new clients - Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan - Identify and execute on new business opportunities with existing clients - Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions Syed 9990164275 San management

Delhi NCR

Delhi

Wealth Manager - Financial Services Firm 

Wealth Manager - Financial Services Firm  ,Job Description for Wealth Manager - Financial Services Firm  in San Management Consultancy in  Delhi NCR Delhi for (3-15) years of experience. Apply Now!

Job Description for Wealth Manager - Financial Services Firm  in San Management Consultancy in  Delhi NCR Delhi for (3-15) years of experience. Apply Now!