Senior Career Consultant at Team Lease Limited
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Senior Wealth Manager - Sales - Financial Firm (7-12 yrs)
Job Description :
Looking for a Senior Wealth Managers in Chennai and Jaipur for a leading financial firm.
Designation : Relationship Manager
Grade : M 3, AVP 1, AVP 2.
Salary details :
M 3 - 18 L
AVP 1- 25 L
AVP 2 - 35 L
Responsibilities :
- To cater to the needs of the Private Banking 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.
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