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| Job Location | Pune |
| Education | Not Mentioned |
| Salary | Rs 6 - 14 Lakh/Yr |
| Industry | Banking / Financial Services |
| Functional Area | Securities Trading,Investment Banking / M&A |
| EmploymentType | Full-time |
Wealth Manager Role & Responsibilities :Should have good communication and presentation skillWill be responsible for acquiring preferred clients (HNI/Ultra HNI ).To Maintain client relationships and generate AUM from preferred clients.To Advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTo coordinate with the product and research team for making investment decisions for the clients.To conduct and assist in organizing seminars, workshops, and other business development activities.To achieve budgeted targets in terms of the number of clients/volume of business & assets.To research, investigate, and update themselves on available investmentTo contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessmentkey products are - MF, Bonds, AIF, Unlisted shared, Trading Equity, Commodities & Currency, in house Arbitrage strategy, MLD, Corporate FDs, Loans Secured & Unsecured, Real Estate advisory
Keyskills :
portfolioworkshopsarbitrageloansstrategyresearchcurrencybusiness developmentmldfinancial performancefinding opportunitieshousereturnsbusinessfixed income derivativestradingfdshniaif