Designation – Asst. Manager / Manager/ Senior Manager (Wealth Management) Salary : 4 Lpa- 7 Lpa Products: Insurance, Mutual Funds, Portfolio Management Location: Kolkata/Bhubaneshwar/Siliguri/DarjeelingRoles And ResponsibilitiesAs a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience.

You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc.

You also counsel them on what their short-term and long-term goals are.

Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives.

Keep track of the client’s portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses.

Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the client’s life.

Increase client database by meeting new clients and taking references

from the existing ones and hence build AUM and AUA for the branch.

Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.

Knowledge

• Product Knowledge – have a detailed knowledge of all products related to Life

Insurance, general insurance, fixed income, mutual funds, etc.

• Wealth/ Portfolio Management – understand client portfolio in terms of their risk and

reward appetite and assist them to achieve their financial goals.

Interested candidate can hit the apply Button or can share resume on [email protected]

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