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21 GetWork Jobs

Manager - Private Wealth - Bank (5-18 yrs)

5-18 years

Manager - Private Wealth - Bank (5-18 yrs)

GetWork

posted 6d ago

Job Role Insights

Fixed timing

Job Description

Job Description:


Role & responsibilities:


- Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.

- Monitor financial market trends to ensure that client plans are responsive.

- Must ensure the growth of AUM / Book Size.

- Responsible for achieving targets based on acquisition and revenue generation through investment products.

- Responsible for business development through acquisition of high net-worth clients.

- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

Preferred candidate profile:

- Educational Qualifications: Graduation / Post Graduation in any discipline.

- Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.

- Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform.

IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)


Functional Areas: Other

Read full job description

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What people at GetWork are saying

5.0
 Rating based on 1 Manager review

Likes

The company excels in providing ample career opportunities and management team is incredibly supportive.

  • Salary - Excellent
  • +6 more
Dislikes

Nothing as of now

Read 1 Manager review

What GetWork employees are saying about work life

based on 30 employees
60%
58%
78%
100%
Strict timing
Alternate Saturday off
No travel
Day Shift
View more insights

GetWork Benefits

Soft Skill Training
Cafeteria
Job Training
Work From Home
Free Transport
Child care +6 more
View more benefits

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GetWork Gurgaon / Gurugram Office Location

View all
Gurgaon / Gurugram, Haryana Office
Headquarter
Veerwal GetWork Services Pvt. Ltd. 545, Second Floor, S. Lal Tower, Udyog Vihar-1 Sector 20, Gurugram, 122016 Gurgaon / Gurugram, Haryana
1220016

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