Wealth Manager Elite Wealth Advisors
Elite Wealth Advisors
Office Location
Full Time
Experience: 0 - 0 years required
Pay:
Salary Information not included
Type: Full Time
Location: All India
Skills: Wealth management, Acquisitions, Portfolio Management, Mutual funds, share market, Financial planning, Client Acquisition, Client Retention, Business Planning, Client Relationship Management, Communication skills, Marketing Strategies, Financial Products Knowledge
About Elite Wealth Advisors
Job Description
Job Responsibilities: Responsible for Wealth Management of HNI Clients. Acquisitions of New HNI Clients for multiple financial products which includes portfolio management, Mutual Funds, Share market, financial planning etc. Making sound marketing strategies for client acquisition and retention. Ensuring client satisfaction by building good relationship with clients. Financial planning of clients as per their requirement. Active participation in business planning with your team members. Keeping record of clientele. Job Specifications: Excellent Communication skills (Verbal as well as Written) Proactive. Must be Post Graduate (MBA) preferable CA/CFP. Knowledge of Financial products. Good Client base.,