Wealth Manager

DESIGNATION : WEALTH MANAGER

Location: Surat | Full time

KEY RESPONSIBILITY AREA

1) SALES ACQUISITION

• Acquire new clients through various sources.
• Generate new business using existing and potential customer networks. (References)
• To organize IAP through reference incorporates and generate new clients.
• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
• Answer clients' questions about the purposes and details of financial plans and strategies.
• Implement financial planning recommendations.
• Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
  

2) CLIENT RELATIONSHIP MANAGEMENT

• Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Manage client portfolios, keeping client plans up-to-date.
• Contact clients periodically to determine any changes in their financial status.
• Analyze financial data received from clients to develop strategies for meeting clients' financial goals.
• Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
  

3) REPORTS & DOCUMENTATION

• Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.
• Managing and updating client portfolios.
• To email monthly portfolio performance report along with comments to each client.
• Build & maintain client database with A/B/C Analysis.
• To maintain/modified data of each client on regular basis at wealth first web site Impersonal verification should be done in front of client
• To update daily sales dashboard & report.
• To keep record of minutes of meeting with clients
  

4) TEAM MANAGEMENT & TEAM WORK

• Guiding & mentoring my team towards making them more able, independent and profitable.
• To coordinate with semi-back office & operations team for smoother transaction process.
• Developing constructive and cooperative working relationships with others, and maintaining them over time.
• Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.

5) LEARNING & UPDATION

• Monitor financial market trends to ensure that client plans are responsive
• Investigate available investment opportunities to determine compatibility with client financial plans.
• Keep yourself updated with latest financial trends, economic/market changes.
• Keeping up-to-date technically and apply new knowledge to get better output in your
  work.
• To clear necessary exam & also clear exam for renewal of certification needed for your profile