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4 Right Horizons Financial Services Jobs
WEALTH MANAGER-JUNIOR/SENIOR - Right horizons
2-10 years
Kolkata
1 vacancy
WEALTH MANAGER-JUNIOR/SENIOR - Right horizons
Right Horizons Financial Services
posted 2mon ago
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Flexible timing
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Job Description
- Actively sourcing and prospecting for potential clients.
- Should be responsible in building and maintaining long term relationships with a portfolio of financially successful clients.
- Is expected to be equipped with skills and tools necessary to fast track client to financial and professional success.
- Reviewing and monitoring clients financial progress and status regularly. The candidate should possess first class interpersonal and communication skills.
- Proactive management of the client base to increase penetration of wealth management products, increase share wallet and improve profitability of the customer base.
- Proactive learning and self development initiatives to understand the latest product offerings in the market.
- Effective management of customer relationships and anticipation of customers financial needs on an ongoing basis.
- Growth of portfolio as outlined in the business plans for the package (existing and new business) and number of customers managed (Must Require Acquisition of New HNI Clients).
- Key performance indicators on activity, sales persistency by developing, formulating and implementing specific sales plans to achieve targets.
Employment Type: Full Time, Permanent
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