V-Konnect is glad to share a job opportunity based out of Bangalore.  Designation-: Sr.Lead Advisor  Location-:Bangalore/Mumbai  CTC-:Upto-:22.00Lpa  Key Responsibilities:  - Responsible for client acquisition and managing the overall client relationship  - Responsible for overall performance of the team and goal achievement  - Work closely with clients for creation and implementation of their financial plans   - Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.  - Prepare and interpret for client’s information such as investment performance reports, financial document summaries, and income projections.  - Research and investigate new investment opportunities to determine relevance for clients  - Answer clients' questions about the purposes and details of financial plans and strategies.  - Sell financial products such as bonds, mutual funds, and insurance.  - Conduct seminars and workshops on financial planning topics   Qualifications  - 1-6 years experience in financial services industry  - A deep understanding of the financial advisory business process   - Proven people, business and project leadership & negotiation experience  - Possesses strong knowledge of process development and management, strong sense of personal accountability, problem solving, and creativity, and excellent communication, relationship and organizational skills  - Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints.  If this profile is suitable you can share your resume at sachinvkonnect@gmail.com  If you wants to any clarification please call me any time at 9871124156   Sachin

Mumbai

Bangalore

Wealth Manager - NBFC 

Job Description for Wealth Manager - NBFC  in V-Konnect Associates in  Mumbai Bangalore for (9-15) years of experience. Apply Now!