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Wealth Manager

Ahmadabad, Gujarat

Edelweiss Stockbroking Limited

Job Description


Excellent opportunity for Wealth Manager role Opportunity with Edelweiss

Location: Mumbai/Ahmedabad

Job description:

The Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy.
This position is responsible for managing the delivery of our wealth management segment; coach, train and support our wealth management sales staff; oversee wealth management operations and support
As the Company works on Advisory Model, the candidate shall be responsible for the Promotion, Development and Handling of Client Relationships related to Financial Planning and Wealth Management.

Managerial Responsibilities
Monitor and address HNI clients banking and Investment requirements
Functional Responsibilities
Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals
- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
Achievement of product-wise targets
Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio
- Ensuring need based product approach towards clients and regular reporting of product penetration
Conduct risk profiling of all mapped clients for better advisory on investment needs
Job Requirements

Company Description

Edelweiss is a complete financial services firm, evolved over the years from a boutique... investment bank. We have built a strong presence across verticals in the equity capital markets, financing, asset management and now retail business.   Read full description

Additional Information

Last updated:
Job type:
Full time
Position type:
Minimum experience:
Two years
Compulsory Education
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