Wealth Manager

Job description

Job Title : Wealth Manager

Experience Required : 1-5 years

Salary Range (Annual):  2-7 LPA

Location : Kolkata

Number of Openings : 5

Role :

• Will be responsible for acquiring Retail & preferred clients (HNI/Ultra HNI).
• To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
• To advise clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
• Key products to be handled are – Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.