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Tata Capital
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Manager - Advisory - Wealth

Manager - Advisory - Wealth

Tata Capital

11 - 14 years

10 - 15 Lacs

Mumbai

Posted:2 weeks ago| Platform:

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Skills Required

relationship management investment strategies financial planning wealth management crm amfi customer relationship presentation skills investment advisory networking cfp retail sales portfolio portfolio management mutual funds asset client relation

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a highly skilled and experienced professional to join our team as a Manager - Advisory - Wealth in Mumbai. The ideal candidate will have 11-14 years of experience in the field. Roles and Responsibility
Advise retail customers on optimal allocation of savings across basic asset classes to meet their investment objectives.
Develop, present, and record financial planning, investment reports, and advisory recommendations for individuals and families.
Maintain ongoing client relations through timely communications and integrity in all actions.
Document client information in Customer Relationship Manager (CRM) and manage a to-do list.
Collaborate with the team to monitor portfolios and implement investment and financial planning changes.
Participate in community events, organizations, networking, and develop/deliver seminars and speaking engagements to expand business.
Continuously improve company investment and financial planning processes.
Support primary advisors and other advisors.
Perform administrative and operational tasks to meet organizational needs.

Job
MBA / CFP / CFA or Amfi certification is required.
Minimum 11 years of experience in wealth management or a related field.
Possess strong knowledge of financial planning, investment strategies, and customer relationship management.
Demonstrate excellent communication and interpersonal skills.
Ability to work effectively in a team environment and lead others.
Exhibit strong analytical and problem-solving skills.

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Tata Capital

Financial Services

Mumbai Maharashtra

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Manager - Advisory - Wealth