On-site
Full Time
Hiring for a Leading Financial Services Company
Profile: Wealth Manager (Financial Planner)
CTC: 5L 16LLocation: DwarkaExperience: 2+ years in wealth/financial services Joining: Immediate or short notice preferred
Requirements:* Excellent English communication* Presentable and professional* Must have existing clients/book of business* Responsible for client acquisition, portfolio management & financial advisory
Manage and review existing client investment portfolios.
Acquire new clients through referrals, social media, and financial awareness programs.
Conduct financial planning, portfolio analysis, and recommend suitable financial products.
Drive business growth by cross-selling Mutual Funds, Insurance, Loans, Tax & Estate Planning.
Maintain client relationships with regular portfolio reviews and performance updates.
Onboard prospects from your own book of business/network.
Prepare MIS reports and present performance achievements.
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