Private Wealth Manager

Adroit india financial advisory
  • Kolkata
  • 10-15 lakh
  • 2-6 years
  • 23 Jun 2015

  • Advisory

  • Banking - Retail
Job Description


- To achieve the set business targets defined for the various product line in Wealth business.

- To help build the Wealth business in assigned territory/location by acquiring new relationships and nurturing existing relationships for achievement of long term business objectives and client servicing.

Primary Functions/Responsibilities:
- To achieve the set Sales /Revenue targets defined for the various Wealth / Investment Products.

- Deliver Investment strategy and solutions to clients directly by advising on building portfolios based on Portfolio Management approach and in line with their risk/return profile and goals.

- Constant monitoring and review of select client portfolios based upon timely analysis of markets dynamics.

- Prepare & submit daily meeting /call reports to the Reporting Head.

- Ensure adherence to laid processes and compliance.

- Execute the Sales campaigns & Product promotions across all Products.

- Establish and maintain strong relationships with clients.

Secondary Functions/Responsibilities:

- Responsible for client satisfaction by uniform service delivery and proactively rebalancing their portfolios to match their required asset allocation.

- Provide Market & Business intelligence to reporting head.

- candidates who has done acquisitions of HNI clients,can apply

- having experience in Wealth Management around 2-4+ years

- Will be retaining and enhancing advisory reationships.
- Positions are in Kolkata

- This is individual role

Competencies/Skill sets for this job

Key Account Asset Allocation Clients Portfolios Rebalancing Servicing

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Adroit india financial advisory