Wealth Relationship Manager

Updated: April 29, 2024 01:47 PM GMT

Workassist

Vadodara, Gujarat

Job Details

Job Type : Full Time

Role : Experienced

Min Salary : 7 Lakh

Max Salary : 12 Lakh

Experience : 3 to 9 Yrs

Locality : Vadodara

Eligibility : Graduation

Company : Leading Asset Manage...

Category : Financial services

Note: This is a requirement for one of the Workassist Hiring Partner

Role Description

This is a full-time on-site role as a Wealth Management Associate at Workassist in Vadodara. As a Wealth Management Associate, you will be responsible for day-to-day tasks related to financial planning, communication, analytical skills, finance, and investments. Your role will involve working closely with clients to understand their financial goals, providing investment advice, analyzing market trends, and ensuring effective communication.
• To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
• Achieving the business targets assigned in terms of up selling .
• Products... More Detail