hireejobs
Hyderabad Jobs
Banglore Jobs
Chennai Jobs
Delhi Jobs
Ahmedabad Jobs
Mumbai Jobs
Pune Jobs
Vijayawada Jobs
Gurgaon Jobs
Noida Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Senior Wealth Advisors

3.00 to 6.00 Years   Mumbai City   11 Jan, 2022
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

The wealth advisors will be the one point contact for the HNI and affluent clients. They are expected to take complete ownership of the clients requirements related to all key financial aspects like plan creation, portfolio management, personal taxation and estate planning either by self or by liasoning with relevant departments within the company. Job Specific Knowledge & Skills Candidate with experience with at least ONE of the following should only apply:- Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, Wealth Management with product experience in Mutual Fund, Insurance, Fixed Deposits, SIP, Fixed Income, Life Insurance, General Insurance, PMS. Job Description Conducting 360- degree Financial Assessment, Wealth Management Services and by doing portfolio rewiring of the various client segment. Formulating strategies for expanding the client base by providing investment advice to the clients. Maintaining long- term relationships with existing/ new clients for increasing the Asset Under Management(AUM) for the company Responsible for cross selling various financial products like Insurance (Life, General) , Mutual funds, Bonds, PMS etc to the existing set of customers and building depth within the existing relationships. New client acquisition - acquiring clients through networking, database, market intelligence or reference from existing clients.,

Keyskills :
direct salesnew client acquisitioncross sellingcustomer relations

Senior Wealth Advisors Related Jobs

© 2019 Hireejobs All Rights Reserved