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Manager/Senior Manager - Wealth Management - PCG Sales

1.00 to 6.00 Years   Ahmedabad   26 Jan, 2023
Liontree HR
Job LocationAhmedabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryRecruitment Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    - Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile.- Acquisition of New Clients and maintain relationship with existing Clients - Showcase entire product suite of Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.- Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines.- Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.- Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.- Achieve revenue objectives as assigned by the organization.- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.,

Keyskills :
mutual fundslegislative relationsmisltdfinanceaccountancysalesfinancial servicesprivate clientswealth preservation

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