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Senior & Private Wealth Manager

4.00 to 9.00 Years   Pune, Mumbai City, Delhi, Ahmedabad   09 May, 2022
Job LocationPune, Mumbai City, Delhi, Ahmedabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BDInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Job Description Private Wealth Manager- Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.- Monitor financial market trends to ensure that client plans are responsive.- Must ensure the growth of AUM / Book Size- Responsible for achieving targets based on acquisition and revenue generation through investment products.- Responsible for business development through acquisition of high net-worth clients.- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.- Analyze client portfolios and make necessary suggestions.- Recommend financial products.- Responsible for identifying customer needs and assessing their risk appetite- Provide regular updates to the immediate superior as and when required- Create and enforce plans that will help meet the needs of the customer.

Keyskills :
bankingbusiness development

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