Job Description

We are hiring on urgent basis:

Role-Wealth Manager

Location- Kolkata, Hyderabad, Bangalore, Chennai

Experience- 4 to 8 years

Permanent role

:

- Provide and develop solutions and suggest schemes to clients\' basis their requirements and goal.

- Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.

- Increase client database by meeting new clients and taking references from the existing ones and hence build AUM.

- Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.

- Achieve financial goals of the clients through various product line.

- Update and cross - sell products to existing clients and update them about the primary and secondary market trends.

- Update self-regarding all schemes, products and solutions by regularly attending training\'s.

- Share regular communications with client regarding information, research and material of the organization.

- Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads.

Knowledge :

- 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.

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