Role :Wealth Manager
Experience Required : 3-5 yrs
Location – Bangalore
Job Responsibilities will include:
The role of a Wealth Manager is highly entrepreneurial and involves
extensive client development, prospecting, and financial consultancy.
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
The candidate should possess first class interpersonal and
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 & persist ency by
developing, formulating and implementing specific sales plans
to achieve targets.
Skills Required :
Excellent communication and listening skills.Sound Knowledge in Financial Instrument. The ability to explain complex information clearly and simply. markets,Positive attitude, strong work ethic, ability to execute independently and also maintain strong team orientation,Plenty of drive, initiative and motivation. Attention to detail,The ability to analyse and research information. strong work ethic, ability to execute independently and also maintain strong team orientation,Ambitious and willing to work hard to achieve targets,Ability to work individually.
Education & Experience:
Diploma or Bachelor’s or Master’s degree in any discipline. MBA in Marketing Management, preferred.
Positive attitude, strong work ethic, ability to execute independently and also maintain strong team orientation