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Elite Wealth Advisors
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Wealth Manager

Wealth Manager

Elite Wealth Advisors

2 - 5 years

|

4 - 6 Lacs

Posted:4 hours ago| Platform:

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Skills Required

Mutual Funds Insurance Client Acquisition Client Retention

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

To increase the AUM size of the company.
To understand the financial requirement of the clients and accordingly provide them the best suitable financial product.
To handle corporate tie-ups.
To act as a business partner by active participation in planning and implementation of new strategies.
Responsible for building new relationship with the clients.
To handle client retention through excellent client service.
Responsible for handling all financial products like Equity, Mutual Funds, HI, LI, Bonds, NPS ,PMS, Commodity, Currency etc.
To prepare corporate presentation.
To focus on continuous learning to enhance your skill and knowledge.

Preferred candidate profile

Must have atleast 2years of experience in Wealth Management.
Good Communication skills.
Good financial knowledge.
Adaptable.
He/She must have his/her own conveyance (Bike/Car).
Flexible

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