Senior Recruitment Consultant at HR Central
Views:27 Applications:8 Rec. Actions:Recruiter Actions:0
Elite Wealth Manager - Retail Financial Securities/Broking Houses (2-6 yrs)
We have an opening with one of India's leading retail financial securities/broking houses.
Location: Bangalore
Position: Wealth Manager
Job Description
HNI Client handling
Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products like - Mutual Funds, PMS, PE, Bonds, Structured Products, Life Insurance, and other Wealth Products etc.
Acquiring new clients.
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
- To understand clients needs & requirements and accordingly position products & services
- To coordinate with product and research team for taking investment decision for the clients
- To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client
Experience: 2+yrs
Salary: as per standards
If interested kindly send the following details at the earliest
latest resume
current ctc
expected ctc
notice period
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
