Position : Wealth Manager.
* Lead generation through various avenues.
* Calling customers and updating them about the company's products, services, or new launches
* Analyzing clients' financial goals and assets allocation
* Offering clients recommendations on various financial products and services
* Examining client’s existing investment portfolios and suggesting improvements
* Managing and monitoring investments on behalf of clients
* Helping clients with tax and financial planning services
* Helping develop effective strategies to increase overall wealth
* Managing assets and setting up investments for clients
* Enhance or expand investment portfolios through consultative reports and informed recommendations on fresh investment opportunities and resources.
* Coordinating with other Financial Planners within organization to meet client’s goals
* Monitoring the performance of investments done by clients
* Helping resolve any financial issues and other legal complications with investments.
* Setting sales targets for the organization.
* Preparing the sales reports for future reference.
* Respond to retail and professional clients' inquiries via inbound calls, email and on-line chat
* Obtain thorough knowledge of products offered by IB on various global exchanges
* Assist clients with opening and funding accounts. manager position in Mumbai & Pune