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Waytogo Consultants
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Private Wealth Manager

Private Wealth Manager

Waytogo Consultants

0 years

|

0 Lacs

ahmedabad gujarat india

Posted:5 days ago| Platform:

Apply

Skills Required

marketing risk profiling portfolio engagement lending

Work Mode

On-site

Job Type

Full Time

Job Description

Acquire
HNI / Affluent clients
through cold calling, references, walk-ins, and networking
Identify and convert prospects into active investing clients
Achieve targets related to
AUM, revenue, and new client acquisition
Participate in marketing/lead-generation activities and investor meets
Conduct
risk profiling and financial need analysis
of clients
Recommend suitable investment products based on client profile
Provide regular
portfolio review and performance updates
Ensure high client
engagement, satisfaction, and retention
Distribute and advise on:
Mutual Funds
PMS & AIF products (where applicable)
Bonds & fixed income products
Insurance solutions
Structured products (if company offers)
Cross-sell:
loans against securities / wealth lending products (where applicable)

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Waytogo Consultants

Consulting

San Francisco

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