financial advisor - wealth management in hyderabad

posted
contact
randstad india
position type
permanent
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posted
location
hyderabad, telangana
function
Banking & finance
position type
permanent
experience
5 To 10
reference number
943196
contact
randstad india

job description

financial advisor - wealth management in hyderabad

?1. Acquire new HNI and Corporate prospects by promoting wealth management products 2. Retain the existing clients by appropriate servicing and portfolio advisory( new business from existing clients) 3. Periodic wallet sizing of the customers 4. Ensure top notch service level to the clients with the help of Service team, Advisory team and Management 5. Constantly update knowledge on products, asset classes, trends and developments


Benefits
?Internal Benefits

Client Introduction
?It is small sub-broking unit, with just 2 people running the show. Focus on customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing


sawina.s@randstad.in

skills

?Financial Advisor,Wealth Manager,Wealth Management

qualification

? Understand client's attitude towards taking risk and deliver innovative investment strategies Constantly monitor ,review and update client portfolios based on timely analysis of market dynamics and re balance them accordingly Increase client engagement by regularly having product/portfolio meets with them Acquire new clients by initiating customer referral drives