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- Sourcing of new clients: Aim on exploring one's existing client base including natural market to set up a good foundation for the career ahead. Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM.
- Managing Relationships: Undertake complete portfolio analysis for HNI, Ultra HNI and corporate clients. Understand clients' needs & requirements and accordingly position products & services.
- Research & Analytics: Research, investigate and regularly update the team regarding available investment opportunities/financial market trends to determine whether they fit into client portfolios.
- Ensure on going Self development:Keep yourself updated with latest market information, prevailing Economic Trends, Industry news, Product level developments, Competitor products etc. Your aim should always be to become the best version of yourself and a Wealth Manager par excellence.
Private Wealth Manager - Mumbai, India - Talent Corner HR Services Pvt Ltd
Description
Job Role: Private Wealth Manager
Location : Mumbai
Responsibilities: