Senior Wealth Manager Kolkata

Senior Wealth Manager Kolkata

09 Sep
|
Credicus Business Services
|
Kolkata

09 Sep

Credicus Business Services

Kolkata

Role & responsibilities -

Key Responsibilities:
Client Acquisition:

Acquire recent HNI/UHNI clients through cold calling, networking, references, and market mapping.

2.Portfolio Management:

Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.

3.Product Advisory:

Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon.

4.Relationship Management:

Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction

5.Revenue Generation:

Meet and exceed targets for asset mobilization, revenue generation, and client activation.

Market Intelligence:

Stay updated on market trends, economic updates, and recent product offerings to provide insightful recommendations to clients.

📌 Senior Wealth Manager Kolkata
🏢 Credicus Business Services
📍 Kolkata

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