Wealth Manager - Tata Capital !!

For your convenience, please find below the details for the requirement.

Designation: Wealth Manager

Experience - 2-8 yrs

Job Location - Mumbai / Delhi / Kolkata / Bangalore

Responsibilities:

To prospect, acquire and retain clients

To achieve budgeted targets in terms of number of clients/volume of business & assets.

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

To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment

Please share below details:

- Current AUM is -

- Current Product portfolio -

- Active HNI Clients -

- Revenue earned last FY is -

- Number of client can move is -

- Current CTC -

- Last drawn Bonus -

- Expected CTC -

- Notice Period -

Enigma Human Capital
Susmita Mishra
Sr Talent Advisor
Enigma Human Capital

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