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07/10 Khyati Ghawri
Key Account Manager at Impeccable HR Consulting Pvt. Ltd.

Views:270 Applications:36 Rec. Actions:Recruiter Actions:6

Wealth Manager - Private Banking (10-15 yrs)

Bhubaneshwar/Guwahati/Odisha Job Code: 854147

Job Role - Wealth Manager

Experience Required - 10+ Years in Wealth Management/ Private Banking.

Age - Max- 38 Years

CTC Budget - 15-20 LPA (Max.)

Job Description (Tentative):

- Providing clients with financial plans with a view to protect and transferring their wealth; framed solutions to protect and transfer client's wealth by understanding their financial requirements and evaluating risk returns & constraints

- Developed & implemented strategies with focus on growing business volumes, base of HNIs & Ultra HNI customers

- Initiating contact with potential customers through current network of references.

- Identifying prospective domestic clients and generating business from new & existing accounts to achieve revenue targets

- Analyzing clients - portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels

- Aiding support to customers in attaining ROI on their investment, by delivering advisory services

- Assisting the investors in asset allocation with products such as Investment products and services like Mutual Funds, Life Insurance, PMS, AIFs

- Formulating financial strategies and providing clients with information on new & existing products & services

- Cultivated and strengthened relationships with new and existing clients.

- Conducting risk profiling of all clients for better advisory on investment needs

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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