Naukriguru.com

Prestigious client of Naukriguru.com urgently requires Sr. Wealth Manager

Naukriguru

About Company

Naukriguru.com was incepted in 2001 with a vision to become a guide and mentor to those seeking to carve their careers in their respective fields and counted among the highest ranked e-job portals when it comes to executive search and selection.

Contact Details

Concern Person: ruchi
Company Name: Naukriguru
Email Id: hr@naukriguru.in
Website URL: www.naukriguru.com

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Prestigious client of Naukriguru.com urgently requires Sr. Wealth Manager

Naukriguru - Noida, Gurgaon, Delhi

Experience: 5 to 10 Yrs. | Salary: 6 to 15 Lakhs (P.A) | Posted on: 11-May-2017

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Job Description

To achieve budgeted targets in terms of number of clients/volume of business & assets.

To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios

To understand clients needs & requirements and accordingly position products & services

To coordinate with product and research team for taking investment decision for the clients

To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client

To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment

To provide various investment performance reports and summaries to the clients

To build and maintain client bases, along with relevant comments/remarks for future reference

To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.

Desired Candidate Profile

Please refer to the job description above

Key Skills

Key Skills
. Wealth Management, Banking, Investment Planning, Product Research, Wealth Relationship Manager, Wealth Manager, HNI Sales, HNI Client Handling
Qualification
. Not Mentioned
Additional Qualification
. Wealth Management Banking Investment Planning Product Research Wealth Relationship Manager Wealth Manager HNI Sales HNI Client Handling
Industry
. Banking/Financial/Insurance Services
Functional Area
. Sales/Business Development
Job Role
. Sales/Business Development-Manager

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