Wealth Manager Job Vacancies in Zirakpur

Roles and Responsibilities :Responsible for client management, enhancing and upgrading the relationships and revenue generationBusiness development through the acquisition of high net-worth clients and / or partnersIdentifying client needs and assessing their risk appetiteProfiling clients and provide financial products to meet client needsConstantly look at generating leads from existing clients to acquire new clientRetaining clients by providing the highest level of serviceProviding financial planning and investment adviceResponsible to generate brokerage primarily through advising clients on their portfolio for long term as well as short term investments.Responsible to ensure all activities are in adherence as per compliance & risk.Experience : 1 yrSalary : up to 15k/monthLocation : Zirakpur,PunjabDay shiftWork from OfficeInterested can share their resume at

managing customer relationshipcommunicating with customerensuring lead generation

Relationship Officer & Relationship ManagerJob Profile:- Marketing & Finance professionals preferably a fresher with self motivation to explore the opportunities of the market. Learning while interaction with the CEO/CFO & fostering the financials needs to the customer. Understanding the balance sheet & Profit & loss account.Industry:- Banking & FinanceEligibility Criterion:- Graduate or Post graduate in any disciple Own conveyance required Good Communication skillsSalary & Perks:- Negotiable (CTC between 2 Lacs- 5 Lacs with monthly travel allowances & incentives up ato 1 Lac/month)

Sell various types of insurance policies to potential clients such as car, home, health, and lifeinsurance.Build and maintain relationships with clients by providing excellent customer service.Analyze clients' current insurance policies and suggest add-ons or new policies to suit theirneeds better.Generate new business leads through various sources such as cold calls, networking events, andreferrals.Meet or exceed set revenue and sales targets every month.Stay up-to-date with changes in the insurance industry and new products.Provide support and assistance to clients during the claims process.Nurture client relationships and address clients' questions regarding financial plans andstrategies.Analyze clients' requirements and recommend the most suitable combination of financialsolutions offered by UPONLY to meet their short-term and long-term financial needs holisticallyand securely.Establish and maintain strong client relationships, providing ongoing support, regularlyreviewing investments for potential reassessment, and keeping clients informed about updatesInterested? Apply now on rishi.verma@uponly.in or call at 8451945239

Key ResponsibilitiesManaging Client Relationships Portfolio Analysis & Building AUM (Asset under Management)Acquiring Customers