BriefCase
BriefCase

Wealth Manager Job in Elite Wealth Ltd

Wealth Manager

Elite Wealth Ltd 4+ weeks ago
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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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