Senior Wealth Manager

Job Description
1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customersUnderstanding the requirements of the prospect. Providing clients with advices that helps them to sort out their problems in investment.Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securitiesbroking, derivatives, bonds and all the products promoted by the company

Candidate Requirements

Experience: Minimum 2 years in financial services, preferably in wealth management, broking, or investment advisory.

Product Knowledge:
 Portfolio Management Services (PMS)  Mutual Funds  Equity & Capital Markets

Strong communication, interpersonal, and client management skills.
Ability to understand and assess client risk profiles and investment goals.Certifications such as NISM VA / NISM XA & XB / CFP / CFA (preferred but not mandatory).

For better reach -

harpreet.kaur@nlbtech.in