Senior Wealth Manager (10-15 yrs)

Role & responsibilities

- To act as a business partner to enhance clients experience and to actively participate in strategy development for business improvement.

- To develop new relationships and to cater financial needs of potential clients via references.

- Responsible for building new relationship with the clients.

- To handle client retention through excellent client service.

- Responsible for acquisition of new clients.

- Responsible for handling all financial products like Equity, Mutual Funds, HI, LI, Bonds, NPS, PMS, Commodity, Currency etc..

- To handle business development vertical along with the key team leaders.

- To handle corporate -tie ups by organizing: seminars/webinars/corporate presentations etc.

Preferred candidate profile

- Must have atleast 4 years of experience in Wealth Management.

- Good Communication skills.

- Good financial knowledge.

- Adaptable.