Job Opportunity for Director/vp/avp for Wealth Manager Role

3 - 8 Years
Delhi NCR, Delhi

Job Description

Dear Candidate,

We have a very good opportunity with a leading wealth management company for Wealth manager - Director/AVP/VP role.

Salary is no bar for the right candidate!

Job Responsibilities : 

  • Adopt efficient pricing and cost-control measures to ensure profitable client relationships
  • Undertake initiatives to increase the wallet share of existing client relationships
  • Ensure new client sign-ups by cultivating existing relationships that yield lucrative referrals
  • Have full knowledge of the clients' financial goals, income sources, risk appetite, etc.to
  • design an appropriate investment portfolio strategy
  • Retain clients by upholding the highest standards of conduct and service
  • Ensure investment transitions for new clients are executed accurately and timely
  • Appraise clients periodically with market insights to enable them to make better financial
  • decisions
  • Leverage internal Centres of Excellence (such as investment advisors, wealth planners, etc.) to address technical and special client needs.
  • Achieve highest client satisfaction ratings (measured as Net Promoter Score)
  • Transfer insights that aid the enhancement of client experience and internal efficiencies on a regular basis to relevant stakeholders
  • Collaborate with Market Head, Products and Solutions team and COEs to meet business goals
  • Strive continuously to build one's capability to meet the requirements of the role, and
  • secure mandatory certifications/ licenses
  • Ensure that feedback from the stakeholders is positive
  • Nurture a culture predicated on the principle of a single organization
  • Ensure compliance with the statutory laws, regulatory guidelines and other requisite norms
  • Adhere to the internal compliance standards
  • Make adequate efforts to balance the risk appetite of both the firm and its clients
Interested candidates, please share your updated resume on anuradha.chauhan@careernet.co.in

Candidates who are not interested can share the job mail with your colleagues and friends.

Salary: INR 15,00,000 - 30,00,000 P.A. Salary is no bar for the right candidate

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Investment Banking

Role:Wealth Manager

Employment Type:Permanent Job, Full Time

Keyskills

Desired Candidate Profile

Please refer to the Job description above

Education-

PG:Post Graduation Not Required, MBA/PGDM - Finance

Doctorate:Doctorate Not Required

Company Profile

Careernet Technologies Pvt Ltd

Leading Wealth Management organization.
View Contact Details+

Recruiter Name:Anuradha Chauhan

Contact Company:Careernet Technologies Pvt Ltd

Telephone:8652755382

Address :Salarpuria Soft Zone 4th Floor 'A' Block, 'B', Wing 80/1, 80/2 Outer Ring Road

Reference Id:005

Website:https://careernet.co.in/