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Wealth Manager

Keywords / Skills : Wealth

3 - 13 years
Posted: 2018-12-19

Job Description
Job Description:-

Position: Wealth Manager ( Individual PWM Sales)

Experience: 4+

Company: Indusind Bank

Primary skills: Wealth Management/ Enhancement/ Creation ,Portfolio Management, Acquisition, Dealing With Investment Products, Client relationships

Roles And Responsibilities:

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

• Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.

• Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client’s profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.

• Will be primarily responsible for identifying, and souring clients in equity broking.

• Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL,HL, LAS and so on.

• Responsible for achieving targets as assigned by the organization on a monthly basis.

• Understands clients risk profile and maximizes the ‘risk vs. reward’ balance for individual clients by optimizing product mix.

• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

• Provide regular updates to the immediate superior as and when required.

SKILLS & KNOWLEDGE

• Graduate with 5 – 8 years / Post graduate from a premier institute with 2 – 5 yrsexp in direct selling

• Should have good communication & presentation skills.

• May have good existing client relationships in the market.

• Should be a self-starter, proactive & target oriented.

• Should possess strong networking & relationship building skills


Key Skill(s)

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