Job Description

Wealth Manager
Wealth Management | Financial / Investment Advisory

ROLE
The role of a Wealth Manager is highly entrepreneurial and involves extensive client development, prospecting, and financial consultancy
- Actively sourcing and prospecting for potential clients
- Should be responsible in building and maintaining long term relationships with a portfolio of financially successful clients
- Is expected to be equipped with skills and tools necessary to fast track client to financial
and professional success
- Reviewing and monitoring clients’ financial progress and status regularly
- The candidate should possess first class interpersonal and communication skills
- Proactive management of the client base to increase penetration of wealth management products, increase share wallet and improve profitability of the customer base
- Growth of portfolio as outlined in business plans for the package (existing & new business) and number of customers managed (Acquisition of New HNI Clients)
- Key performance indicators on activity, sales & persistency by developing, formulating and implementing specific sales plans to achieve targets
- Previous experience in Corporate Advisory preferred as in Karvy,ICICI,HDFC etc..
Skills/ Knowledge
- Sound Knowledge in Financial Instrument
- Ambitious and willing to work hard to achieve targets
- Ability to work individually
Education & Experience
Diploma/Bachelor’s/Masters degree in any discipline. MBA in Marketing Management preferred.
2 to 5+ Years in Financial/Investment Advisory/Stock/Portfolio Management/Wealth Management.

Sirisha - HR Executive
78999 29106/ 93803 82729
Anjum J - HR Executive
74838 93596/ 85480 32880
DISHA Consulting
Bangalore - 560032