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Wealth Manager - PCG (equity)

Bangalore, Karnataka

Silicon Consultancy

Job Description

1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.
2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
3. Cross Selling of other financial products like MF and Structured products
4. Will be responsible for primarily selling Equity based investment products.
5. Responsible for achieving targets as assigned by the organization on a monthly basis.
6. Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix.
7. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
8. Provide regular updates to the immediate superior as and when required.

Company Description

Silicon Consultants headquartered in Hyderabad is a leading HR Management Company started in... 2007, with an aim to be the best one stop shop for all HR requirements for clients worldwide. It has helped generate career opportunities for individuals across industries.   Read full description

Additional Information

Last updated:
04/04/2017
Job type:
Full time
Position type:
Permanent
Vacancies:
1
Minimum experience:
Two years
Education:
Compulsory Education
Salary range:
₹ 3,00,000 - ₹ 8,00,000 / Yearly (Gross Pay)
Category:
Jobs in Banking / Financial Services
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