Wealth Relationship Managers

5.00 to 10.00 Years Mumbai City 06 Mar, 2024

Job Location	Mumbai City
Education	Not Mentioned
Salary	Rs 7 - 9 Lakh/Yr
Industry	BFSI
Functional Area	Sales / BD
EmploymentType	Full-time

Job Description

Dear Applicants,We are hiring for Wealth Managers FOR MOTILAL OSTWAL- Grade offered right from Manager/Sr Manager/AVP/VPInterested Candidates kindly share profiles with me onhidden_emailBelow is the Job Description for ref :Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.Analyze client portfolios and make necessary sugg estions.Monitor financial market trends to ensure that client plans are responsive.Recommend financial products.Must ensure the growth of AUM / Book SizeResponsible for identifying customer needs and as sessing their riskappetiteResponsible for achieving targets based on acquisition and revenue generation through investment products.Provide regular updates to the immediate superior as and when requiredResponsible for business developmentthrough acquisition of high net-worthclients.Create and enforce plans that will help meet the needs of the customer.Mandatory numbers of meetings withclients to keep them updated with thecurrent market scenario.Signature:FARHEENAssociate2@JOBSNAVIGATOR.co.in# hidden_mobileJOBSNAVIGATOR BANKING TEAM ON BEHALF OF :Arvind ElhanceDirector@JOBSNAVIGATOR.co.in(Ex RBI, Dir - AMEX, AVIVA)98hidden_mobile1

Keyskills :
saleswealth

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