Job Title: Wealth Manager Location: Noida, Delhi NCR
PRIME FOLIOS PVT. LTD.
PFPL (Prime Folios Pvt Ltd) is one of the leading and bespoke finance and wealth management advisory. We believe in crafting noteworthy General insurance, life insurance, finance, and investment plans that ensure great ROI and assured returns.
The Wealth Advisor must have knowledge of mutual funds serves as the firm’s primary point of contact for a select group of clients and is instrumental in introducing new business development opportunities to the firm. In this critically important role you will manage client relationships, providing sound financial planning advice and counsel and work closely with all members of the Madison team to exceed client expectations. You will be expected to help grow PFPL (Prime Folios Pvt Ltd) business through the efficient use of your time with clients, prospective clients, centers of influence and community involvement, making an invaluable contribution to our firm.
DUTIES AND RESPONSIBILITIES:
§ Develop new clients and manage existing client relationships, including ongoing regular client contact and communications
§ Actively participate in the development of new business and networking opportunities
§ Implementation of financial plans including coordination of estate, insurance and tax strategies
§ Work with the firm’s portfolio management team to incorporate clients’ investment strategies with their planning objectives
§ Must demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources
§ Minimum 1 years experience in Mutual Funds financial advisory services with demonstrated ability to develop and manage existing client relationships and develop new business opportunities
§ A self-motivated, highly driven and entrepreneurial personality
§ Proven ability to network with prospective client and centers of influence
§ Possess active listening and critical thinking skills
§ Client first attitude
§ A team player, with strong coaching and leadership skills
§ Desire/ability to work successfully in an intimate, fast-growing, entrepreneurial company
§ Bachelor’s Degree from an accredited college or university
Package – 20k to 30k + Incentive
Job Types: Full-time, Regular / Permanent, Fresher
Salary: ₹20,000.00 – ₹30,000.00 per month
Supplemental pay types:
Ability to commute/relocate:
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