Job Description:
- Responsibility of Wealth Management Advisory.
- Selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc.
- Provide customized solutions to the clients by evaluating their risk assessment and financial needs.
- Acquisitions of new clients and re-activation of existing clients by selling wealth management products.
- Ensuring customer satisfaction by customized and efficient support.
- To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client.
- To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes,



or financial performance indicate a need for portfolio reassessment
- To provide various investment performance reports and summaries to the clients.
- Innovating and exploring new products from time to time to achieve acquisition and revenue targets.
- Focus should be on AUM.

Desired Profile / Criteria / Skills :
- Required experience in Third Party Product & Distribution / Wealth Management exclusively. Self-motivated, dynamic, target oriented & goals achiever who can work independently.
- Should possess excellent communication skills & presentation skills.
- Should be open to change and work in a healthy atmosphere.

Offered Perks / Facilities :
- Great Incentives Structure

📌 AVP - Wealth for a premium vertical of Global Investment Company (Mumbai)
🏢 Resource Advisory junction
📍 Mumbai