Job Responsibilities

• Advising clients on financial products and services.
• Managing investments.
• Conducting planning services.
• Providing tax planning services.
• Providing Investment options and services
• Recruit and maintain client bases.
• Investigate available investment opportunities to determine compatibility with client financial plans.
• Manage client portfolios, keeping client plans up-to-date.
• Contact clients periodically to determine any changes in their financial status.
• Monitor financial market trends
• maintain cooperative relationships with clients
• perform general financial analysis
• Creating an Expert network
• Building relationship with existing and new partners to expand the products available

Additional Details

• Travel as and when needed
• On field role
• Stationed in Hyderabad

Requirements

• MBA is required
• Work experience of 1-5 years in Wealth Management in the fields of Financial Industry, Banking

Skills

• IT skills, including the use of spreadsheets
• Strong analytical and critical thinking
• Financial Modelling
• Good communication skills and networking skills

What to expect

• More travel based role in the stationed city along with travel across the markets as and when required.
• You'll be expected to dress smartly, especially for meetings, though slightly more relaxed business casual attire may be acceptable at other times.