Wealth Manager

Description:

As a Wealth Manager, you will play an important role in driving investment growth by targeting new clients and deepening relationships with existing ones.

𝐊𝐞𝐲 𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬:

• Target fresh investments and provide clients with proposals, fund performance, comparisons, and fund manager reports up to date to close sales.
• Make vigorous efforts to generate revenue and achieve/exceed assigned targets.
• Regularly interact with the new & existing clientele and deepen the existing relationships, understand their needs and accordingly pitch suitable products to them.
• To develop an effective team, monitor their performance, and manage their issues as per the Company’s approved policies and regulations.
• Ensuring that all documentation of the clients is in line with the regulatory requirements.

𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧:

• Bachelor's or Master's degree holder from a reputed University.

𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞:

• 1 - 2 years of relevant experience preferably from a financial Institution.