Wealth Manager

Wealth Manager

BrainTreeHR Consulting Private Limited
Bengaluru / Bangalore
2 - 5 Years
Not Specified

Job Description

The role of a Wealth Manager is highly entrepreneurial and involves extensive client development, prospecting, and financial consultancy. Actively sourcing and prospecting for potential clients
Should be responsible in building and maintaining long term relationships with a portfolio of financially successful clients
Is expected to be equipped with skills and tools necessary to fast track client to financial and professional success. Reviewing and monitoring clients’ financial progress and status regularly.
The candidate should possess first class interpersonal and communication skills
Proactive management of the client base to increase penetration of wealth management products, increase share wallet and improve profitability of the customer base.
Proactive learning and self development initiatives to understand the latest product offerings in the market.
Effective management of customer relationships and anticipation of customers financial needs on an ongoing basis.
Growth of portfolio as outlined in the business plans for the package (existing and new business) and number of customers managed (Must Require Acquisition of New HNI Clients )
Key performance indicators on activity, sales & persistency by developing, formulating and implementing specific sales plans to achieve targets.

BrainTree HR Consulting

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