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INNOVATE FINANCIAL SERVICES
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Wealth Manager

Wealth Manager

INNOVATE FINANCIAL SERVICES

0 years

|

0 Lacs

pune maharashtra india

Posted:9 hours ago| Platform:

Apply

Skills Required

connect networking drive management upselling portfolio service portfolios

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities

Client Acquisition:
Identify, connect, and onboard new clients through networking, referrals, and direct engagement.
Financial Product Sales:
Recommend and sell suitable financial products (Mutual Funds, Insurance, Bonds, PMS, etc.) based on client profiles.
AUM Building:
Drive growth in Assets Under Management through new client acquisition and upselling existing portfolios.
Client Retention:
Maintain and nurture long-term client relationships through regular portfolio reviews and service excellence.
Cross-Selling:
Identify opportunities for cross-selling investment and protection products.
Market Awareness:
Stay updated on financial markets, products, and regulatory changes to guide clients effectively.
Reporting:
Maintain accurate records of client interactions, portfolios, and investment performance.

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