Hiring for Urgent Requirement for Relationship Manager / Wealth Manager in Kolkata, for Exp. 6 - 11 yrs at Karvy Stock Broking Limited.
Esteemed client of Orion TrueTech Services India
Kolkata, West Bengal, India
Nov 14, 2017
Banking, Finance & Insurance Jobs
Job Description:If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you! The wealth advisor will have to undertake the following responsibilities: To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & amp amp 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 & amp amp requirements and accordingly position products & amp amp services To coordinate with product and research team for taking investment decision for the clients To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, 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 To build and maintain client bases, along with relevant comments/remarks for future reference To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc. To conduct and assist in organizing seminars, workshops and other business development activities To prepare the MIS reports in the specified formats Share your profiles at email@example.com
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