Role: Wealth Manager / Sr Wealth Manager
Job Description:
Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop
solutions and suggest schemes to clients’ basis their requirements and goal
Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles
Increase client database by meeting new clients and taking references from the existing ones and
hence build AUM and AUA for the branch
Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line
Update and cross – sell products to existing clients and update them about the primary and secondary
market trends
Update self-regarding all schemes, products and solutions by regularly attending trainings
Share regular communications with client regarding information, research and material of the
organization
Conduct regular marketing activities with the regional marketing and product team by showcasing our
products and features and generate leads
Knowledge:
Product Knowledge – have a detailed knowledge of all products related to Life Insurance, general
insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management – understand client portfolio in terms of their risk and reward
appetite and assist them to achieve their financial goals
Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well
knowledge of competitors, must provide sound and reliable advice to clients
2 - 3 Years
40 Openings
4.0 - 5.0 Lac/Yr
Face-to-Face interview
Similar Jobs
