Myra & Co. Ghaziabad, Uttar Pradesh

Overview

A. Wealth Manager / Financial Advisors - Job Description ( Vacancy - 4 No.s) 1. Manage and supervise the businesses as per organization's standard and objective. 2. Acquire and manage HNI / Ultra-HNI clients across business lines and assist them in managing their wealth across various asset classes 3. Build credible & long term relationships with clients by setting highest standards of business ethics and value added financial advisory services 4. Work closely with clients for creation and implementation of their financial plans Monitor financial market trends to ensure that plans are effective, and to identify any necessary portfolio updates. 5. Sell financial products such as bonds, fixed deposits, mutual funds, loans and insurance. 6. Adhere to company's policy, advising products as per client suitability matrix & communicate clearly costs and risks in the suggested products. 7. Prepare and interpret for client information such as investment performance reports, financial document summaries, and income projections. 8. Give corporate presentations on financial planning and wealth management. 9. Research and investigate new investment opportunities to determine relevance for clients. 10. Answer clients' questions about the purposes and details of financial plans and strategies. Desired Profile 1. A deep understanding / inclination towards financial advisory business process. 2. Proven people, business and project leadership & negotiation experience. 3. Possesses strong knowledge of process development and management, strong sense of personal accountability, problem solving, and creativity, and excellent communication, relationship and organizational skills. Experience 1. 1.Candidates with 0-3 yrs of relevant experience in banking/wealth/equity. 2. Must be a Finance/Business Graduate with a sound understanding of the financial terminologies & industry operations.

There are currently no vacancies available.

If you are interested for future opportunities please Post Your Resume.

top