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Wealth Manager- Chennai

Wealth Manager- Chennai

Topgear Consultants

2 - 7 years

5 - 9 Lacs

Chennai

Posted:3 months ago| Platform:

Apply

Skills Required

Wealth Management Sales Aum Portfolio Mutual Funds Portfolio Management Services Ultra Hni Amc PMS HNI Acquisition HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management) from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment. To contact clients periodically and determine if they are satisfied with the service and returns generated. To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment. Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency. Qualification: CFP / CFA / MBA in Finance / Marketing Contact Interested candidate can share there updated cv at ankita@topgearconsultants.com

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Wealth Manager- Chennai