WEALTH MANAGER-JUNIOR/SENIOR

Job Responsibilities Will Include:

• Actively sourcing and prospecting for potential clients.
• Should be responsible in building and maintaining long term relationships with a portfolio of financially successful clients.
• Is expected to be equipped with skills and tools necessary to fast track client to financial and professional success.
• Reviewing and monitoring clients’ financial progress and status regularly. The candidate should possess first class interpersonal and communication skills.
• Proactive management of the client base to increase penetration of wealth management products, increase share wallet and improve profitability of the customer base.
• Proactive learning and self development initiatives to understand the latest product offerings in the market.
• Effective management of customer relationships and anticipation of customers financial needs on an ongoing basis.
• Growth of portfolio as outlined in the business plans for the package (existing and new business) and number of customers managed (Must Require Acquisition of New HNI Clients).
• Key performance indicators on activity, sales & persistency by developing, formulating and implementing specific sales plans to achieve targets.

Qualification Requirements

• Graduation in any field.
• MBA in Finance would be added advantage.
• Exp. 2 to 10 years.

Personal Attributes

• Good Interpersonal.
• Sound Knowledge in Financial Instrument.
• Ambitious and willing to work hard to achieve targets.
• Ability to work individually

Location – Kolkata