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Wealth Manager

Wealth Manager

WOW Softech

4 - 9 years

10 - 20 Lacs

pune lucknow jaipur

Posted:9 hours ago| Platform:

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Skills Required

client acquisition hni acquisition hni client handling wealth management hni sales hni mutual funds private banking bonds third party products structured products ultra hni pms mf aif investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Client Acquisition and Relationship Management:
• Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products.• Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.• Profiling Customers and providing financial products to meet customer needs.• Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.• To Enhance & Retain customer profitability by capturing a larger share of Wallet.• Ensure profitability of the portfolio: Generate high Income per Customer.• Acquire new customers who meet product criteria through cross-referral.Actively network and seek referrals to expand the client base and contribute to business growth targets.

Preferred candidate profile

Minimum Degree: Postgraduate/ Graduate in any discipline.
Minimum Experience 5 - 9 years of Experience.

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WOW Softech

Software Development

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Wealth Manager