Manager- Wealth

About the role

Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Share regular communications with client regarding information, research and material of the organization. Wealth/ Portfolio Management – understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals.

What you'll do

• Conduct daily sales calling with prospective new clients and identify their needs
• Provide and develop solutions and suggest schemes to clients’ basis their requirements and goal
• Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles
• Review and diversify existing client portfolio on a regular basis and provide guidance accordingly
• Achieve financial goals of the clients through various product line

What you need

• Compliance
• Portfolio management
• Cross-selling
• Sales
• Any graduate