Wealth RM/ Senior Wealth RM

Quotient Consultancy
  • Mumbai, Pune
  • 10-15 lakh
  • 5-10 years
  • 18 May 2015

  • Senior Management-Finance

  • Banking - Retail
Job Description

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 reassessment
To provide various investment performance reports and summaries to the clients
To build and maintain client bases, along with relevant comments/remarks for future reference
To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.
To conduct and assist in organizing seminars, workshops and other business development activities
To prepare the MIS reports in the specified formats

Salary: Not Disclosed by Recruiter

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services, Banking, Investments, Insurance

Role Category: Regional Manager

Role: Regional Manager

Keyskills: Investment Banking Business Development Finance Insurance Rm Tax Returns Mis Reporting Income Tax

Competencies/Skill sets for this job

Wealth Rm Tax Financial Banking Investments Insurance

Job Posted By

About Organisation

Quotient Consultancy