Wealth Manager Jobs Opening in Anoop Consultancy at Ghatkopar East, Ghatkopar West, Malad East, Mumbai, Pune

Wealth Manager

Anoop Consultancy

0 Years

Not disclosed

Expired

Posted: 16 Apr 24

Job Description

Position : Wealth Manager.
* Lead generation through various avenues.
* Calling customers and updating them about the company's products, services, or new launches
* Analyzing clients' financial goals and assets allocation
* Offering clients recommendations on various financial products and services
* Examining client’s existing investment portfolios and suggesting improvements
* Managing and monitoring investments on behalf of clients
* Helping clients with tax and financial planning services
* Helping develop effective strategies to increase overall wealth
* Managing assets and setting up investments for clients
* Enhance or expand investment portfolios through consultative reports and informed recommendations on fresh investment opportunities and resources.
* Coordinating with other Financial Planners within organization to meet client’s goals
* Monitoring the performance of investments done by clients
* Helping resolve any financial issues and other legal complications with investments.
* Setting sales targets for the organization.
* Preparing the sales reports for future reference.
* Respond to retail and professional clients' inquiries via inbound calls, email and on-line chat
* Obtain thorough knowledge of products offered by IB on various global exchanges
* Assist clients with opening and funding accounts. manager position in Mumbai & Pune
More information about this Wealth Manager Job

Please go through the below FAQs to get all answers related to the given Wealth Manager job

What are the job requirements to apply for this Wealth Manager job position?
- Ans: A candidate must have a minimum of fresher as an Wealth Manager

What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: MBA/PGDM
What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
This Wealth Manager is a work from home job?
- Ans: No ,its not a Work from Home Job.
How many job vacancies are opening for the Wealth Manager position?
- Ans: There are immediate 1 job openings for Wealth Manager in our Organisation.