About the Job
Job Description of Wealth Manager PositionTimings: 10:00 am to 7:00 pm
Office Address: 307, 3rd Floor, Milestone Milagro, Nr. Someshwar Junction, University Road, Vesu, Surat - 395007
JOB RESPONSIBILITIES
1. Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.
2. Schedule and conduct regular client meetings to review their financial plans, investment portfolios
3. Follow up on client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed.
4. Responsible to generate business and meet the monthly, quarterly, annual Business Criteria
5. Ensure all client interactions and transactions comply with regulatory requirements and company policies.
Required qualifications, capabilities, and skills
1. Bachelor’s degree is required
2. Minimum 1 years of experience in finance field
3. Ability to analyze clients' financial situations, assess risk tolerance, and provide tailored financial advice and solutions.
4. Strong verbal and written communication skills
5. Passion for helping clients achieve their financial goals
Number of Openings
4 openingsSkills
Client Interaction, Client Relationship Management (CRM), Sales Management, Business Development, Interpersonal skills, Sales, Effective Communication
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