Wealth Manager - Leading NBFC

Quotient Consultancy
  • Bangalore, Hyderabad, Indore
  • Confidential
  • 4-9 years
  • 30 Sep 2015

  • Investments

  • NBFC
Job Description

The Wealth Manager will have to undertake the following responsibilities:

To prospect, acquire and retain clients

To achieve budgeted targets in terms of number of clients, volume of business & assets.

To research, investigate and update themselves on available investment opportunities

To understand clients' needs & requirements and accordingly position products & services

To coordinate with product and research team for taking investment decision for the clients

To contact clients periodically and determine if they are satisfied with the service and returns

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

Competencies/Skill sets for this job

Investment Investment Decision Investment Performance Nbfc

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Quotient Consultancy