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Hire Wealth Manager-Delhi

2.00 to 4.00 Years   Delhi   31 Aug, 2023
AARAV CONSULTANCY
Job LocationDelhi
EducationNot Mentioned
SalaryNot Disclosed
IndustryRecruitment Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    JOB DESCRIPTION :- Wealth ManagerThe wealth advisor will have to undertake the following responsibilities:Prospect, acquire and retain clientsAchieve budgeted targets in terms of number of clients/volume of business & assets.Research, investigate and update themselves on available investmentopportunities/financial market trend to determine whether they fit into clients portfoliosUnderstand clients needs & requirements and accordingly position products & servicesCoordinate with product and research team for taking investment decision for the clientsRecommend strategies clients can use to achieve their financial objectives, includingspecific recommendations in such areas as cash management, insurance coverage otherthan investment planning also to ensure a one-point relationship for the clientContact clients periodically and determine if they are satisfied with the service and returnsgenerated. Also, to review their investment needs to determine whether market changes, lifechanges, economic changes, or financial performance indicate a need for portfolioreassessmentProvide various investment performance reports and summaries to the clientsBuild and maintain client bases, along with relevant comments/remarks for future referenceTo guide clients in the gathering of information/documents required such as bank accountrecords, income tax returns, life and disability insurance records, pension plan information,and wills, etc.Core ResponsibilitiesGenerate new business to achieve defined sales targetsProvide professional customer service to achieve a high percentage of customersatisfaction and retention.Ensure ongoing self-development.Manage the key performance indicators at the highest level.Generate new business to achieve defined sales targetsProvide professional customer service to achieve a high percentage of customersatisfaction and retention.Ensure ongoing self-development.Manage the key performance indicators at the highest level.Person should have good communication skillsGood experience in Wealth management

Keyskills :
salescash management

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