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CORPORATE STEPS..
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Wealth Relationship Manager

Wealth Relationship Manager

CORPORATE STEPS..

2 - 7 years

|

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Skills Required

lead generation sales business development

Work Mode

On-site

Job Type

Full Time

Job Description

Duties/ Roles & Responsibilities

Financial Planning and Portfolio Services
Responsible for end to end client management by following the financial planning process, living and embodying the companys core values of client centricity and empathy.
Having fantastic, value creating & memorable conversations with clients every single day!
Responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options.
Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions.
Being a mentor, guide, counsellor and friend to your clients on their challenging journey towards long term wealth creation.
Managing investment portfolios and making people ready to meet their financial goals by following the financial planning process.
To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams.
Being an advisor and not a sales person.
Driving AUM by deepening existing relationships and building new relationships on self-source basis.
Revenue Generation.
Continuous learning, to be better equipped to face varied range of investors.
Being the Face of the company for the investors, and the Voice of the investors for the company.

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CORPORATE STEPS..

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