• Wealth Manager - Securities Domain - BFSI Jobs in Delhi,India

  • The Giant HR

Job Description:

1 Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile

2 Showcase entire product suite to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products

3 Deliver solutions to clients based on their investment profile in consultation with product & research team Periodic review of client portfolios in accordance with established procedures and/or timelines

4 Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks

5 Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth

6 Achieve Revenue objectives as assigned by the organization

7 Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry

Profile Summary:

Employment Type : Full Time
Salary : Not Mentioned
Deadline : 20th Feb 2020

Key Skills:

Company Profile:

Not Mentioned

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