Alphabet Investment - Wealth Manager
Stock Market Trading Asset & Wealth Management
92+ Applicants
Posted: 2 years ago
2-10 years
Mumbai Metropolitan Region
Work From Office
Posted: 2 years ago
|
Applicants: 92+
Job Description
Similar Jobs
Please verify your account first!
Send OTP
Please click on the Apply to verify the status of jobs posted more than 15 days ago, as they may have expired. Similar Jobs
Job Description
We are looking for a banking candidate who would be keen on financial planning and advisory for one of the Boutique Wealth Management firm.
Experience : 2 to 10 years in Wealth Management
Functional Competencies For This Role Would Be
- The Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy.
- This position is responsible for managing the delivery of our wealth management segment; coach, train and support our wealth management sales staff; oversee wealth management operations and support.
- As the Company works on Advisory Model, the candidate shall be responsible for the Promotion, Development, and Handling of Client Relationships related to Financial Planning and Wealth Management.
- Monitor and address HNI clients banking and Investment requirements
- Use financial acumen and investment expertise to review a clients personal data, align clients need through superior service, seamlessly align service delivery for an enhanced experience; thereby helping the client to reach his short term and long term investment goals.
- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness.
- Achievement of product-wise targets.
- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
- Ensuring need-based product approach towards clients and regular reporting of product penetration.
- Conduct risk profiling of all mapped clients for better advisory on investment needs.
Looking to get Placed? Try our Placement Guarantee Plan
Functional Competencies For This Role Would Be
- Ability to manage relationships to improve the relationship value of existing customers.
- Ability to build and maintain long term relationships, deepening relationship and growing revenues.
- Ability to provide seamless and superior service delivery.
- Ability to ensure compliance with key regulatory and bank level requirements.
Skills
InvestmentBankingFinancial PlanningSalesWealth ManagementOperationsResearchCompliancePortfolioHniReportingAdvisoryClient RelationshipsWealth ManagerManagerFinancialStrategyAssetsBusiness DevelopmentManagementIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
20 May 24, 03:10 PM IST
Similar Jobs
View All
Loading...
Don't Miss out any Updates
Subscribe now for the latest job alerts
and never miss an update
Job Alert
Google hiring for Specific Roles Apply Now!
1 min ago
New Opportunity
Amazon is hiring freshers Apply Now!
5 min ago
Featured Jobs
Microsoft opening 50+ positions Apply Now!
10 min ago
