Senior Wealth Manager HR7M Consultant
HR7M Consultant
Office Location
Full Time
Experience: 5 - 5 years required
Pay:
Salary Information not included
Type: Full Time
Location: Chennai
Skills: Client Acquisition, Relationship management, Investment advisory, Market Research, Investment Decisions, Business Development, Asset Under Management AUM, Financial Portfolio Management
About HR7M Consultant
Job Description
Position : Wealth Manager Location : Chennai JD : Role and Responsibilities:- Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition. Managing client relationships and generating AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients" portfolios. To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement. To conduct and assist in organizing seminars, workshops and other business development activities. Job Types: Full-time, Permanent Benefits: Health insurance Provident Fund Schedule: Day shift Monday to Friday Morning shift Performance bonus Yearly bonus Work Location: In person Speak with the employer +91 8668167883,