Wealth Relationship Manager - Broking Firm (5-10 yrs)

This is regarding opening with a leading Broking Firm as a Wealth Manager

Designation: Wealth Relationship Manager

Experience: 6 - 8 years relevant work experience in a Wealth management/Private Banking platform

Education: Post graduate from a premier institute

Location: Mumbai, Ahmedabad, Pune, Delhi, Kolkata, Bangalore , Chennai and Hyderabad.

Job Role:

- Responsible for carrying out a comprehensive plan that targets private clients' wealth generation, maintenance, and enhancement through a thorough examination of their individual profiles.

- Present the full range of products to current customers and help them expand their holdings in the areas of mutual funds, PMS/AIF strategies, structures, alternative assets, direct equity, unlisted opportunities, and company or consumer asset/loan products.

- Provide clients with solutions according to their investment profile after consulting the product and research teams. reviewing customer portfolios on a regular basis in compliance with defined protocols and/or deadlines.

- Actively counsel and advise clients, educating them about investing possibilities and potential hazards, and outlining the many financial services that are offered