Required Wealth Manager - Mumbai

Position : Wealth Manager.
Lead generation through various avenues.
Calling customers and updating them about the company 's products, services, or new launches
Analyzing clients ' financial goals and assets allocation
Offering clients recommendations on various financial products and services
Examining client s existing investment portfolios and suggesting improvements
Managing and monitoring investments on behalf of clients
Helping clients with tax and financial planning services
Helping develop effective strategies to increase overall wealth
Managing assets and setting up investments for clients
Enhance or expand investment portfolios through consultative reports and informed recommendations on fresh investment& opportunities and resources.
Coordinating with other Financial Planners within organization to meet client s goals
Monitoring the performance of investments done by clients
Helping resolve any financial issues and other legal complications with investments.
Setting sales targets for the organization.
Preparing the sales reports for future reference.
Respond to retail and professional clients ' inquiries via inbound calls, email and on-line chat
Obtain thorough knowledge of products offered by IB on various global exchanges
Assist clients with opening and funding accounts. manager position in Mumbai & Pune
Job Profile : Wealth Manager
Industry : finance