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Elite Wealth Advisors
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Wealth Manager

Wealth Manager

Elite Wealth Advisors

1 - 5 years

|

2 - 4 Lacs

Posted:4 hours ago| Platform:

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Skills Required

client acquisition business planning mutual funds financial planning

Work Mode

Work from Office

Job Type

Full Time

Job Description

Responsible to fulfill the financial needs of the Clients.
Acquisitions of New Clients for multiple financial products which includes portfolio management, Mutual Funds, Share market, financial planning, NPS etc.
Making sound marketing strategies for client acquisition and retention.
Ensuring client satisfaction by building good relationship with clients.
Active participation in business planning with your team members.
Keeping record of clientele.

Job Specifications:

Excellent Communication skills (Verbal as well as Written)
Proactive.
Must be Graduate.
Knowledge of Financial products.
Must have own conveyance.

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