Wealth RM/ Senior Wealth RM

Quotient Consultancy
  • Mumbai, Pune
  • 10-13 lakh
  • 5-10 years
  • 44 Views
  • 19 Mar 2015
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  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

o 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


Competencies/Skill sets for this job

Business Development Sales Tax Investment

Job Posted By

About Organisation

Quotient Consultancy