Wealth Manager Duties & Responsibilities

• Build and manage relationships, identify, and cultivate potential leads.

• Acquiring new clients.

• Develop, implement, and manage a marketing and lead generation strategy

• Develop a thorough understanding of client’s financial needs, goals, and expectations, and match resources to their specific needs

• Provide clients with a comprehensive wealth management plan of action

• Meet with clients on an ongoing basis to update them on portfolio performance

• Meet with clients as needed to discuss financial matters, review their portfolio, and address other concerns

• Maintain MIS & share the same with superiors.

Qualifications for wealth manager

• A solid record in successful B2C sales (Preferably financial)

• Sales focused with excellent customer service

• Excellent communication skills (English), spoken and written

• Bachelor’s degree holder or above with minimum 2-5 years' experience in sales or customer services

• Possess strong selling techniques

• Highly persuasive, self-motivated, self-confident and customer service oriented

📌 Wealth Manager (Mumbai)
🏢 Talent Corner HR Services
📍 Mumbai