Wealth Manager

Job Description

Urgent Hiring in Wealth Profile.Location:Mumbai, Bangalore, Delhi, Noida, Gurugram, Bhopal, Agra, ChennaiPreffered Candidates From Stock Broking.JOB DESCRIPTIONRole Responsibilities:Client Relationship Management:*Cultivate and manage relationships with clients, understanding their financial objectives, risk tolerance, and investment preferences.*Act as the main point of contact for clients, addressing their inquiries, providing regular updates, and ensuring a high level of client satisfaction.*Deepen the relationship by Cross selling other financial Products- Mutual Funds, Equity, PMS, AIF and Services according to Customer Needs.*Enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring accounts and retaining relationship.Financial Planning:*Conduct comprehensive financial assessments for clients, identifying their financial needs, goals, and risk tolerance.*Develop personalized financial plans and investment strategies to help clients achieve their objectives.Product Advisory:*Provide advice on a range of wealth management products and services, including investment portfolios.*Stay informed about market trends, economic developments, and regulatory changes that may impact clients portfolios.Portfolio Management:*Build and manage investment portfolios based on clients risk profiles and financial objectives.*Monitor and analyze portfolio performance, making adjustments as necessary to optimize returns and manage risks.Business Development:*Identify and pursue opportunities to expand the client base through referrals,networking, and other business development activities.*Collaborate with internal teams to cross-sell other financial products and services.Compliance and Risk Management:*Ensure compliance with regulatory requirements and internal policies.*Assess and manage risks associated with client portfolios and financial plans.Desired qualifications:Graduate/PostgraduateCertifications Preferred:NISM-Series-V-A: Mutual Fund Distributors Certification ExaminationSeries-XXI-A Portfolio Management Services (PMS)NISM Series XIX-A: Alternative Investment FundsNISM Series XIX-B: Alternative Investment FundsOverall Experience Required:6 Years.Location:Mumbai, Bangalore, Delhi, Noida, Gurugram, Bhopal, Agra, ChennaiReports to:Business HeadSalary Range :8 -14 LPAInterested candidate can share resume on hidden_email or You Can connect us on 91 hidden_mobile

Keyskills :
mutual funds salesdemat accountsinvestmentwealth managementstock brokingstock market