Sr. Wealth Manager

Elite Wealth Advisors

4 - 8 years

5 - 8 Lacs

Noida

Posted:2 weeks ago| Platform:

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Skills Required

Revenue Generation Mutual Funds New Client Acquisition Insurance Business Development HNI Acquisition HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

To act as a business partner to enhance clients experience and to actively participation in strategy development for business improvement.
To develop new relationships and to cater financial needs of potential clients via references.
Responsible for building new relationship with the clients.
To handle client retention through excellent client service.
Responsible for acquisition of new clients.
Responsible for handling all financial products like Equity, Mutual Funds, HI, LI, Bonds, NPS ,PMS, Commodity, Currency etc..
To handle business development vertical along with the key team leaders.
To handle corporate -tie ups by organizing: seminars/webinars/corporate presentations etc.

Preferred candidate profile

Must have atleast 4years of experience in Wealth Management.
Good Communication skills.
Good financial knowledge.
Adaptable.
He must have his own conveyance (Bike/Car).
Flexible

Perks and benefits

Excellent career development opportunity to enhance your financial knowledge.
Learn and earn policy in which new joinee can clear 5 NISM certifications relevant to the field and they will get an increment of Rs.2500 within three months.
Increment and Examination fees reimbursement on clearance of CFP (Certified Financial Planner) certification.

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