Wealth Manager Job in Elite Wealth Ltd
Job Summary
JobResponsibilities:
- Responsible for Wealth Management of HNI Clients.
- Acquisitions of New HNI Clients for multiple financial products which includes portfolio management, Mutual Funds, Share market, financial planning etc.
- Making sound marketing strategies for client acquisition and retention.
- Ensuring client satisfaction by building good relationship with clients.
- Financial planning of clients as per their requirement.
- Active participation in business planning with your team members.
- Keeping record of clientele.
Job Specifications:
- Excellent Communication skills (Verbal as well as Written)
- Proactive.
- Must be Post Graduate (MBA) preferable CA/CFP.
- Knowledge of Financial products.
- Good Client base.
Experience Required :
Fresher
Vacancy :
2 - 4 Hires
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