Wealth Manager - Sales - Broking Firm (6-8 Yrs) Mumbai/Delhi NCR/Pune/Hyderabad/Chennai/Bangalore/Ahmedabad/Kolkata (BFSI Sales)

This is regarding opening with a leading Broking Firm as a Wealth ManagerDesignation: Wealth ManagerExperience: 6 - 8 years relevant work experience in a Wealth management/Private Banking platform.Location: Role:- Responsible for carrying out an integrated plan that, after a thorough examination of the client s profile, tackles wealth generation, preservation, and enhancement for private clients.- Present the full range of products to current customers and help them expand their holdings in the areas of mutual funds, PMS/AIF strategies, structures, alternative assets, direct equity, unlisted opportunities, and company or consumer asset/loan products.- Provide clients with solutions according to their investment profile after consulting the product and research teams. reviewing customer portfolios on a regular basis in compliance with defined protocols and/or deadlines.- Actively counsel and advise clients, educating them about investing possibilities and potential hazards, and outlining the many financial services that are offered. (ref:updazz.com)

Payroll Type : Permanent