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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

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

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