Wealth Manager / Sr. Financial Planners
Financial Hospital
Mumbai, India
1d ago
source : Cutshort

Sr Financial Planners / Wealth Manager Key Skills Candidate must have hands on experience and knowledge of financial advisory and wealth management (Minimum 2 years).

ï · Should have thorough knowledge of equity markets, debt market, economy outlook and various wealth products.

ï · Should possess excellent communication and interpersonal skills.

ï · Should have analytical approach to advice clients.

ï · Should be tech savvy to use tools for related functionalities.

ï · Should possess exceptional organizational skills.

Job Description - ï · Acquisition of elite class, UHNI customers via seminars, webinars and corporate tie-ups.

ï · Research and analysis on current portfolios and prepare review strategy and plan for existing clients.

ï · Analysis and create indepth Financial Plan and cash flows on the basis of client s goals, risk appetite, time horizon etc.

and increase Financial planning penetration in existing as well as new clients.

ï · Manage business budgets, client acquisition and customer satisfaction.

ï · Provide consultancy relating to Financial Planning, Tax Planning, Retirement Planning, and Investment Planning, Estate Planning and other incidental and allied services.

Skills : - Customer Acquisition, Sales and Communication Skills

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