Senior Wealth Manager

Asset Kraft Investments Private Limited is hiring for Senior Wealth Manager with knowledge of core Mutual Fund, SIP sales.

Positions : 04
Experience : 02-05 years +Salary : No bar for best talent.Location : Kolkata , Minto Park, Howrah & Maidan.

To meet clients understand their goals and objective of Investment
To update details on the CRM about any lead forwardedTo give weekly report to the leader related to sales & prospecting doneTo update clients about the market and any new NFO upcomingTo give statement and valuation report to the clients assigned as and when askedTo update clients of any SIP upcoming or any renewal in insurance Establishing and maintaining powerful relationship with clients and generating business & references to meet any target assigned.Responsible for selling various financial products such as mutual funds, life & health insurance, and other structured wealth and financial products.Managing and reviewing portfolios of existing clients with a focus on client servicing and ethical advisory along with premium client acquisition.Providing consultancy regarding Financial Planning including Retirement Planning, TaxPlanning, Goal-based Investing, etc.Apply strong analytical skills in order to help clients by various data points Help clients in their on-boarding process by coordinating with multiple stakeholders like the operations team Guide clients thoroughly on their Tax liabilities when exiting or entering into funds Maintain good relationships with your existing clients for investing more into different products which we offer to organize investor awareness session , update it on the CRM and then follow up with the prospectsJob RequirementsExcellent communication skillsDeep knowledge of financial productsAbility to explain complex investment methodology to clients in simple termsStrong Management skillsNISM Mutual funds certification completed (before joining)Graduate in Finance

Job Type: Full-time

Pay: ₹360,000.00 - ₹500,000.00 per year

Benefits:

• Cell phone reimbursement
• Commuter assistance
• Flexible schedule
• Health insurance
• Leave encashment
• Paid time off

Work Location: In person