Wealth Manager

Experience: 2-5 Yrs | Opening(s): 5 | Posted Date : 2018-09-19
Job Description

Job Responsibilities:

  • Graduate / Postgraduate 2-5 years of Sales experience in direct selling of financial products from any financial services industry.
  • Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, is a must
  • To prospect, acquire and retain clients
  • Responsible for identifying customer needs, assessing their risk appetite and providing them investment options on the lending side for Faircent.com
  • To achieve budgeted targets in terms of a number of clients/volume of business & assets.
  • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client portfolios
  • To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
  • To provide various investment performance reports and summaries to the clients
  • To conduct and assist in organizing seminars, workshops and other business development activities
  • To prepare the MIS reports in the specified formats
  • Increase liabilities size of relationship via balances in accounts of existing customer
  • Ensure profitability of the portfolio: Generate high Income per Customer
  Candidates who are individual contributors and have experience with at least one of the following should only apply Direct Sales, Financial advisory, Portfolio Management, Investment Advisory, Wealth Management with product experience in Mutual Fund, Insurance, Fixed Deposits, SIP, Fixed Income, Life Insurance, General Insurance, PMS. 
Role Wealth Manager
Skills Direct Sales, Financial advisory, Portfolio Management, Investment Advisory, Wealth Management with product experience in Mutual
Functional Area Financial Services, Wealth Management, PMS , Mutual Funds, Equity Broking, Insurance, CFP
Education Any Graduate/Post Graduate

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