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Urgent requirement for Wealth Manager Bangalore

5.00 to 10.00 Years   Bangalore   23 Aug, 2019
synergy plus business consulting group
Job LocationBangalore
EducationNot Mentioned
SalaryRs 7 - 12 Lakh/Yr
IndustryBroking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

"Responsibilities and Duties1)Client Service:-

  • Extensive communication with clients.
  • Ability to discuss investment performance, economic and market trends
  • Presentations to clients on financial and tax planning options and opportunities.
  • Profiling Customers and provide financial products to meet customer needs
  • Formulating the strategies to increase the client base and acquisition of Institutional clients.
  • Providing advisory services into various instruments like, MF, PMS, Bond, Equity.
  • Client meeting planning, facilitation and presentation.
  • Develop and/or deliver private wealth education sessions to clients and his peers.
  • Assist in developing, implementing and communicating new procedures, products, and portfolio enhancements to service the clients.
2)Financial Planning:-
  • The core task is to strategize, drive and increase wealth business in order to achieve revenue targets in the Wealth segment.
  • Develop a knowledge of the clients entire financial and family situation and be able to structure a goal based investment and financial plan.
  • Understand and coordinate income tax planning and work closely with client tax advisors.
  • Evaluate and discuss options to meet client philanthropic goals.
  • Seek to establish a level of trust and confidence with the client so that any financial issue can be addressed and solutions offered.
3)New Business Development and Marketing:-
  • Develops leads and referrals from current clients and outside contacts.
  • Participate in sales meetings with prospective clients.
  • Represent Organisations investment philosophy/views to colleagues, clients and prospects in person, or by written commentaries/white papers
  • Assist the Product and wealth team with market and stock research.
  • Selling products of Mutual Fund, Bonds, IPO and also Cross selling of other financial products of the organisation.
"

Keyskills :
sales elationmanager highnetworth premium businessdevelopment wealthmanagement hnibanking businessbanking

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