Tuesday , December 6 2016
Home / Jobs / Urgent Requirement for Relationship Manager / Wealth Manager

Urgent Requirement for Relationship Manager / Wealth Manager

1206047_634528054590673750

Job Description:

If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!

The wealth advisor 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/financial market trend to determine whether they fit into clients portfolios
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 recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client
To 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

Share your profiles at [email protected]
Salary:INR 6,00,000 – 12,00,000 P.A
Industry:Banking / Financial Services / Broking
Functional Area:Sales , Retail , Business Development

Role Category:Corporate Sales
Role:Sales/Business Development Manager

Keyskills:

Business Development Finance Wealth Management Banking Investment Planning Product Research Mis Reporting Cash Management trade services treasury trade finance Relationship Manager Wealth Manager portfolio manager wealth advisor

Desired Candidate Profile:

Education-

UG: Any Graduate – Any Specialization, Graduation Not Required
PG:Any Postgraduate – Any Specialization, Post Graduation Not Required
Doctorate:Any Doctorate – Any Specialization, Doctorate Not Required

Company Profile:

Karvy Stock Broking Limited
KARVY, is a premier integrated financial services provider, and ranked among the top five in the country in all its business segments, services over 16 million individual investors in various capacities, and provides investor services to over 300 corporates, comprising the who is who of Corporate India. KARVY covers the entire spectrum of financial services such as Stock broking, Depository Participants, Distribution of financial products – mutual funds, bonds, fixed deposit, equities, Insurance Broking, Commodities Broking, Personal Finance Advisory Services, Merchant Banking & Corporate Finance, placement of equity, IPOs, among others. Karvy has a professional management team and ranks among the best in technology, operations and research of various industrial segments.|

Recruiter Name:Deepti Rajput
Email Address:[email protected]
Website:http://www.karvy.com

Read Also

engage-selection

Hiring For Production Manager in Dubai

8