Wealth Manager
- HDFC ERGO
- 2 - 7 years
- Chennai
- 11 months ago
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Job Description
This Opportunity is with a leading Stock Broking Company in Chennai location
Role: Wealth Manager - HNI
Experience: 2 -7 Years
Job Description:
Role & Responsibilities:
- Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
- To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
- To advise HNI/Ultra HNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients
- To coordinate with product and research team for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops, and other business development activities.
- To achieve budgeted targets in terms of amount of clients/volume of business & assets.
- To research, investigate and update themselves on available investment.
- To contact clients periodically and determine if they are satisfied with the service and returns generated.
- To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.
- Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.
Qualification:
MBA in Finance / Marketing
Experience:
- 2+ year experience in Financial Services Asset Management/ Broking Company sector.
Required Key Skills:
- Should be an individual performer
- Handling a reasonable book size
- Pleasant personality and good communication skills.
Interested Candidates can share their CV's at pr***l@to***************s.com
Job Classification
Industry: Financial Services (Broking)Functional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Wealth ManagerEmployement Type: Full timeContact Details:
Company: Top Leading StockLocation(s): Chennai
Keyskills: HNI Portfolio Management Mutual Funds Wealth Management PMS Broking Cross Selling Mutual Funds Sales HNI Acquisition HNI Client Handling Ultra Hni Relationship Management Insurance MF AUM SIP Investment Products
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