Wealth Manager Relationship Manager Job In Monalisa Manpower Management Llp In Mumbai

Position : Wealth Manager Relationship 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 Salary: 3-6 LPA OfficeTiming: 10am - 06 pmWorking Days: 6 Days a week (Except 2 & 4 Saturday off) all bank holidays offMumbai Office- Goregaon (E) near rly station, next to udyog bhavan, Mumbai - 400063

Monalisa Manpower Management Llp is looking for .

Monalisa Manpower Management Llp is looking for Any Graduate / Post Graduate profile candidates.