01Overview
Job Department : Wealth Management Location : Andheri, Mumbai Posted Date : 27-07-2018
- Experience: Prior experience in Financial Industry would be an added advantage.
- Salary: -
- Job Specific Knowledge & Skills
- Candidate must be aware of basic concepts of asset allocation and wealth management
- Should have basic knowledge of equity markets, debt market, various wealth products
- Candidate should have a keen interest to be updated in overall economic outlook
- Should possess excellent communication and interpersonal skills.
- Should have analytical approach to advice clients.
- Should be tech savvy to use tools for related functionalities.
- Should possess exceptional organizational skills.
- Job Description
- Acquisition of elite class, UHNI customers via seminars, webinars and corporate tie-ups.
- Research and analysis on current portfolios and preparation of review strategy and plan for existing clients.
- Analyse and create indepth Financial Plan and cash flows on the basis of clients goals, risk appetite, time horizon etc. and increase Financial planning penetration in existing as well as recent clients.
- Manage business budgets, client acquisition and customer satisfaction KPIs.
- Provide consultancy relating to Financial Planning, Tax Planning, Retirement Planning, and Investment Planning, Estate Planning and other incidental and allied services.
- Pl note suitable training will be provided. .
