Our Client is a leading private sector bank.
We have a job opening for the position of Wealth Manager.
Job Description:
- Managing and catering to all the services offered by the bank for achieving organisational goals
- Building and maintaining relationship with existing HNI clients (to acquire more clients through reference) to manage their portfolio and to advise them on their financial needs according to their risk appetite and prevalent market conditions
- Studying & analysing the financial reports published in various sources and then advising clients/customers on the basis of analysis done
- Overseeing customer service operations for rendering and achieving quality services; facilitating the first line customer support by answering queries and resolving issues
Core Competencies:
- Framing fee-based Wealth Management/Portfolio Management strategies for individuals and business owners towards the accomplishment of their short term and long term goals
- Providing individuals/HNI clients with financial services with a view to protect and transfer their wealth by solving complex needs about Investments, Insurance, Tax & Estate Planning
- Monitoring clients’ portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels
- Identifying customers/clients, generating business from existing clientele and maintaining cordial relations with them to sustain the profitability of the business
- Appraising current state of affairs in the Equity Segment for determining the rate of ROI & risk levels for various investments
The candidate should have a minimum experience of 3-6 years
Preferably AMFI & IRDA qualified.
If this Job interests you and would like to have more clarification Kindly get in touch with Ms. Rajini (7799855525) at mailto:rajini@crystalconsultants.in
Thanks & Regards
Crystal Consultants
117, left Wing, 1st Floor,
Amrutha Ville Apartment, Rajbhavan Road,
Opp Yashoda Hospital, Hyderabad-500 082
Ph 040-23412218 /19
Hand Phone 97799855525
