Wealth Manager

Dear All,

We have an excellent Opportunity with the financial sector company.

Position : Wealth Manager

Location : Powai

Experience : min 3 years (Preferably Financial sector)

5 days working

Job Role:

• Build and manage relationships, identify, and cultivate potential leads.

  • Acquiring new clients.
  • Develop, implement, and manage a marketing and lead generation strategy
  • Develop a thorough understanding of clients financial needs, goals, and expectations, and match resources to their specific needs
  • Provide clients with a comprehensive wealth management plan of action
  • Meet with clients on an ongoing basis to update them on portfolio performance
  • Meet with clients as needed to discuss financial matters, review their portfolio, and address other concerns
  • Maintain MIS & share the same with superiors.

  Qualifications for wealth manager

  • A strong record in successful B2C sales (Preferably financial)
  • Sales focused with excellent customer service
  • Excellent communication skills (English), spoken and written
  • Bachelors degree holder or above with minimum 2-5 years' experience in sales or customer services
  • Possess strong selling techniques
  • Highly persuasive, self-motivated, self-confident and customer service oriented

• Interested candidates please share your updated resume on [email protected] or [email protected]