Senior Career Consultant at Team Lease Limited
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Senior Wealth Manager - Financial Firm (4-9 yrs)
Looking for a Senior Wealth Managers in Kolkata/Lucknow for a leading financial firm.
Designation : Preferred Wealth RM
Salary details : Max : 15 lacs
Responsibilities :
- To cater to the needs of the Private Wealth clients of the branch.
- Managing the portfolio of the clients through investments into varied third party product offerings like Mutual Funds, Insurance, Fixed Deposits, and Gold.
- Adding value to the clients portfolio by offering products like Private Equity, Commercial Real Estate and customized Portfolio Management Services.
- To offer a comprehensive portfolio advisory service along with the banking needs to the wealth clients of all branches and manage their portfolios through a varied product offering of Non-Discretionary Portfolio Management Service (Direct Equity, Mutual Funds, Insurance, Gold, Debt Products)
- To manage and track the portfolios regularly to constantly give feedback to clients and appraise them on the market developments.
- To set up the client base through a proactive referral system from within the branches and also look at expanding the base.
Salary : INR 10,00,000 - 15,00,000 P.A.
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