Wealth Manager - BFSI

Fintech based in Chennai is looking for Wealth Manager

Salary : Upto Rs 10 LPA

Job Responsibilities :

- Solve for customer financial need states with the help of product ( Mutual Fund/FD)

- Deep understanding of the financial products - mutual funds, bonds, corporate fixed deposits, life and non-life insurance, PMS & other wealth services.

- Engage with the customers regularly and conduct their portfolio reviews.

- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

- Prepare and interpret client information such as investment performance reports, financial documents, summaries, and income projections.

- Is well versed with capital markets , macro and micro aspects of economy and can anchor quality conversations with respect to asset allocation, portfolio construction and other other financial products.

If you have the understanding of Mutual funds, bonds and looking for a role in Relationship Management etc , apply with your updated CV.