Recruiter at Manzil HR Services
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Premier Wealth Manager - Client Mapped - BFSI (1-15 yrs)
We Have an Opening with a Reputed Financial Institute
Find Below the Job Description --
Premier Wealth Manager
Designation - Premier Wealth Manager
Location --- Bangalore | Hyderabad
Reports to - Team Leader (Premier Wealth)
Job Responsibilities :
1. Responsible for catering the investment needs of clients by providing them research based advises.
2. Interfacing all queries of clients and understanding their investment needs
3. Taking care of portfolios of clients and providing them Investment solutions
4. Generating business from the existing accounts and achieving profitability and increased sales growth, identifying prospective business and establishing strategic partnership & alliances
5. Manage wealth & retail clients through client visits, provide financial investment advisory to the clients and achieve revenue target.
6. Advise clients on their product requirement to maximize their investments.
7. Develop new relations through referencing & other sources.
8. Provide Market feedback (new product, pricing, competitor's activity etc).
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
