Wealth Manager - NBFC

Job Role: Wealth Manager

Key Responsibilities:

1. Develop and provide financial solutions to clients based on their individual requirements.

2. Conduct timely and regular follow-ups with leads, and tag them on relevant broadcasts and news articles.

3. Expand the client base by onboarding new clients through direct engagement and referrals, thereby increasing AUM.

4. Schedule and conduct portfolio reviews of existing investors in a timely manner.

5. Upsell and cross-sell relevant products, while updating clients on primary and secondary market trends.

6. Share regular updates and research insights with investors.

7. Collaborate with the regional marketing and product teams to conduct promotional activities.