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Posted on 30 Nov, -0001
- Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
- The wealth advisor will have to undertake the following responsibilities:
- To prospect, acquire and retain clients.
- To achieve budgeted targets in terms of number of clients/volume of business & assets.
- To research, investigate and update themselves on available investment
- Opportunities/financial market trend to determine whether they fit into clients portfolios.
- Product Knowledge have a detailed knowledge of all products related to Life Insurance, general
- insurance, fixed income, mutual funds, etc.
- Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward
- appetite and assist them to achieve their financial goals
- Financial planning/ Investment Advisory have thorough financial and sector knowledge as well
- knowledge of competitors, must provide sound and reliable advice to clients
- Industry - HR, HUMAN RESOURCES
- Functional Area - Banking / Credit Cards / E-Commerce Payment Gateway
- Job Role - Wealth Manager
- Employment type - Full Time
- Work Mode - In Office
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Name - Alifiya Nasir
Designation - Managing Partner
- alifiya@raj-enterprise.in
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