Company - Leading Wealth Management Company.  Designation - Wealth Manager ( Can be discussed)  Reporting - Head of Department.  Location - Mumbai.  Summary -   Candidate will be responsible for managing the portfolio of the clients, providing them best solutions & services which help them to grow their wealth with multiple solutions.  Roles and Responsibilities :  1. Entire portfolio analysis of your clients.  2. Performing need analysis of the Retail, HNI & Ultra HNI client's requirement and doing their 360 degree financial planning / wealth management.  3. Managing and improving relationship values with existing clientele.  4. Formulating strategies to expand the HNI & Retail client's base.  5. Maintaining long term relationships with existing/new clients so as to increase the revenue base for the company.  6. Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process.  7. Achieving financial goals of the clients through various product line like LI, MF, FI, GI, etc.  Key requirements :  1. Qualification: Graduation or MBA.  2. Experience: 1-7 years.  3. Must have experience in wealth/portfolio management, financial planning or investment advisory in at least one of the following products: Mutual Funds (MF), Life Insurance (LI), General insurance (GI), Health Insurance, Fixed Deposits (FD), Liability Products, CPOF, FMPS, Real Estate, SIP, Golds, Bonds.  4. Should be analytical and have problem solving skills.  Salary will be best in industry based on your experience.  Interested candidate can apply on -  Contact - Ms. Trupti Malik.  Mob - +91 - 9029006247.

Mumbai

Wealth Manager - HNI/UHNI - Stock Broking Firm 

Job Description for Wealth Manager - HNI/UHNI - Stock Broking Firm  in RightMatch HR Services in  Mumbai for (1-7) years of experience. Apply Now!