Wealth Manager

Epsilon Consultant

job responsibilities:

� the relationship manager responsibilities include bringing in aum, on boarding new clients, generating revenues and guiding senior executives in making sound business decisions.

� dealing with products such as mutual funds, pms, aif, insurance and bonds.

� have excellent communication skills and feel comfortable reaching out to potential clients to demonstrate our services and products through email and phone.

job roles

� create customized financial plans based on investment goals, risk, and performance.

� manage investment portfolios, make investment decisions, and monitor asset performance.

� minimize tax liabilities through tax-efficient investments.

� build and maintain strong client relationships on behalf of their organization.

� strong grasp of different types of asset classes, including mf, aif, pms, insurance, and other structured products.

� familiar with financial and compliance regulations and fiduciary responsibilities

qualifications:

� master's degree in finance, mba or equivalent qualification

� minimum of 5-15 years of experience in wealth management

� proven track record of success in a similar role

� excellent leadership, organizational, and communication skills

� strong knowledge of products and taxation.

� ability to identify and mitigate risks and make sound business decisions.

� candidates with irda, nism-va certification will be preferred.

� familiar with financial and compliance regulations and fiduciary responsibilities

• Experience

  3 - 9 Years

• No. of Openings

  3

• Education

  Any Master Degree, M.B.A/PGDM, M.Com

• Role

  wealth manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office