13/05
Akshita Belwal
Executive - Technical Resource at Dream Big IT Solutions Pvt Ltd
Executive - Technical Resource at Dream Big IT Solutions Pvt Ltd
Views:42 Applications:28 Rec. Actions:Recruiter Actions:4
Wealth Manager - Sales - BFS (2-8 yrs)
Job Title : WEALTH MANAGER
Products : AIF, PMS ,Mutual Funds, Bonds
Location : Delhi, Indore, Lucknow, Jaipur, Chandigarh
Roles & Responsibilities :
- The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
- Maintaining client relationships and generate AUM from preferred clients.
- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition
- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
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