Indian Wealth Management jobs - Business Development Wealth Management

We are founded by a team of professionals. We are in the business of wealth management, real estate advisory, NRI service, various kinds of loan, private equity funding, taxation planning, strategic planning, etc.

Selected intern's day-to-day responsibilities include:

1. Engaging in client acquisition with forethought strategies
2. Meeting client's investment objectives by managing their portfolio well
3. Providing pragmatic solutions to resolve evolving complexities in asset classes extending to mutual funds, bonds, corporate fixed deposits and other financial products that can help your client investment requirement
4. Spotting latest trends in markets and opportunities available for the customers to meet their investment needs
5. Building and maintaining relationships with clients extending from HNIs, NRIs, individuals to key personnel of corporates
6. Conducting business reviews and frequent research on financial markets to ensure clients across the globe are satisfied with our advisory services
7. Alerting the sales team for opportunities available in further sales within key clients
8. Letting customers know about other products and services that the company offers
9. Attending meetings with clients to build relationships with existing accounts
10. Achieving client relationship targets and key performance indicators as set by the head of sales
11. Escalating and resolving areas of concern as raised by clients
12. Carrying out client satisfaction surveys and reviews
13. Passing leads to the sales team and following up on the progress

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