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!
- 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
- 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
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
Role Category:Investment Banking
Employment Type:Permanent Job, Full Time
Desired Candidate Profile
PG:Post Graduation Not Required, MBA/PGDM - Finance
Doctorate:Doctorate Not Required
Careernet Technologies Pvt Ltd
Recruiter Name:Anuradha Chauhan
Contact Company:Careernet Technologies Pvt Ltd
Address :Salarpuria Soft Zone 4th Floor 'A' Block, 'B', Wing 80/1, 80/2 Outer Ring Road