Human Resource at Nalanda Securities Pvt. Ltd.
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Nalanda Securities - Wealth Manager (3-4 yrs)
Job Description - Wealth Manager
- Graduate or MBA with minimum 3 years experience in Wealth Management.
- He/She should have knowledge about Equity/MF/Insurance.
- He/She should have worked with Broking House or Bank Wealth Management.
- He/She should have ready client base.
- He/She should be target oriented and should have fair Idea about Revenue targets.
- He/She should be able to handle clients independently.
Roles and Responsibilities:
- Client Meeting and Brief discussion about Nalanda Securities.
- Sourcing of New Clients through referrals.
- Assessment of Clients portfolio and need about Financial Planning.
- Suggestion of products and portfolio in suggestion with product team.
- Periodic evolution of Clients portfolio.
- Promote all the product lines offered by the company MF, Broking (Equity) Corporate FDs, Insurance (Life and Non-Life),
- Information about New products and offering.
- Relationship with client all the time.
- Achieving Revenue Targets as specified by Management.
- Execution of Monthly Sales plan.
- Daily Client Meetings and updation in system.
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