Graduate Degree in Finance, Management, or related field with minimum 1 years of experience. - He / She would be responsible for offering financial advice and services that will assist clients in their financial endeavors. - Advising clients on financial products and services . - Must have experience in Financial Services. - Prospect, acquire and retain clients. - To be successful as a Wealth Manager, candidates should have the ability to explain complex information, be confident, and have good sales and negotiation skills. - Understand clients needs & requirements and accordingly position products & services - Coordinate with product and research team for taking investment decision for the clients - Provide various investment performance reports and summaries to the clients - Build and maintain client bases, along with relevant comments/remarks for future reference - Guide clients in the gathering of information/documents. - Recommend strategies to clients 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 - Achieve budgeted targets in terms of number of clients/volume of business & assets. - Must be analytical. - Able to understand complex information. - Good presentation skills & Confidence. - Good experience in Wealth management.
Job Location : Nariman Point - Shop Job Description:- - Graduate with 3 - 4 years of Experience. - Must have knowledge of Individual, Trust, LLPs in Tally. - Should have knowledge of Export documentation, making bills & E-way bills. - Prepare Sheets for Filing GST & TDS. - Should have Knowledge of Filing ITR of individuals. - Calculation & Payment of advance tax, PTEC, and other charges - Maintain records of Investment & books of accounts - Should have knowledge of Accounting Standards and Income tax. - Knowledge of existing laws and rules governing trusts, companies, LLPs and individuals. - Should be fluent in English.