Wealth Manager
Dream Solution Indore
Il y a 7 jours
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Résumé du poste
Dream Solution Indore in Pune is seeking an experienced Wealth Manager to build and nurture relationships with high net worth clients, understand financial goals, and tailor investment solutions.
You will cross-sell mutual funds and insurance, meet sales targets, stay updated on market trends, collaborate with internal teams, and ensure strict regulatory compliance in daily operations.
Responsabilités
- Build and maintain strong relationships with high net worth clients through regular communication and meetings
- Understand clients' financial goals and risk appetite and provide them with customized investment solutions
- Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products
- Meet and exceed sales targets by acquiring new clients and increasing business from existing clients
- Keep up-to-date with market trends and changes in investment products and services
- Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience
- Ensure compliance with all regulatory and internal policies and procedures
Description du poste
Role & responsibilities
- - Build and maintain strong relationships with high net worth clients through regular communication and meetings
- - Understand clients' financial goals and risk appetite and provide them with customized investment solutions
- - Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products
- - Meet and exceed sales targets by acquiring new clients and increasing business from existing clients
- - Keep up-to-date with market trends and changes in investment products and services
- - Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience
- - Ensure compliance with all regulatory and internal policies and procedures
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