Interesting Job Opportunity: Ekam Wealth - Wealth Manager/Senior Wealth Manager

Alpha Platomers Private Limited

Investment Banking, Private Equity & VC

118+ Applicants

Posted: 3 years ago

4-7 years

Mumbai

Work From Office

Posted: 3 years ago

Applicants: 118+

Job Description

About Company

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Job Description

To prospect, acquire and retain clients

To achieve budgeted targets in terms of number of clients/volumes of business & assets.

To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios

To understand clients' needs & requirements and accordingly position products & services

To coordinate with product and research teams to taking investment decisions for the clients

To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, and insurance coverage other than investment planning also to ensure a one-point relationship for the client

To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment

To provide various investment performance reports and summaries to the clients

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To build and maintain client bases, along with relevant comments/remarks for future reference

To guide clients in gathering information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, wills, etc.

Should have own set of Client relationships and AUM

(ref:iimjobs.com)

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About Company

Alpha Plastomers is a family-owned packaging solutions provider with over 25 years of experience.

Important dates & deadlines?

Application Deadline

12 Jun 23, 12:00 AM IST

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