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Job Description:
JD for Manager-Wealth Management   Department: Wealth Management Location: Mayur Vihar, Delhi Reporting to: Mr. Praveen Poddar Salary Bracket: As per Industry standards. Job Responsibilities: Responsible for Wealth Management of HNI Clients. Acquisitions of New HNI Clients for multiple financial products which includes portfolio management, Mutual Funds, Share market, financial planning etc. Making sound marketing strategies for client acquisition and retention. Ensuring client satisfaction by building good relationship with clients. Financial planning of clients as per their requirement. Active participation in business planning with your team members. Keeping record of clientele.   Job Specifications: Excellent Communication skills (Verbal as well as Written) Proactive. Must be CFA/CFP. Knowledge of Financial products. Good Client base.
Salary : As per Industry Standards.
Industry : Financial Market
Role/Position : Wealth Manager
Keyskills : JD for Manager-Wealth Management   Department: Wealth Management Location: Mayur Vihar, Delhi Reporting to: Mr. Praveen Poddar Salary Bracket: As per Industry standards. Job Responsibilities: Responsible for Wealth Management of HNI Clients. Acquisitions of New HNI Clients for multiple financial products which includes portfolio management, Mutual Funds, Share market, financial planning etc. Making sound marketing strategies for client acquisition and retention. Ensuring client satisfaction by building good relationship with clients. Financial planning of clients as per their requirement. Active participation in business planning with your team members. Keeping record of clientele.   Job Specifications: Excellent Communication skills (Verbal as well as Written) Proactive. Must be CFA/CFP. Knowledge of Financial products. Good Client base.
Desired Candidate Profile:
JD for Manager-Wealth Management   Department: Wealth Management Location: Mayur Vihar, Delhi Reporting to: Mr. Praveen Poddar Salary Bracket: As per Industry standards. Job Responsibilities: Responsible for Wealth Management of HNI Clients. Acquisitions of New HNI Clients for multiple financial products which includes portfolio management, Mutual Funds, Share market, financial planning etc. Making sound marketing strategies for client acquisition and retention. Ensuring client satisfaction by building good relationship with clients. Financial planning of clients as per their requirement. Active participation in business planning with your team members. Keeping record of clientele.   Job Specifications: Excellent Communication skills (Verbal as well as Written) Proactive. Must be CFA/CFP. Knowledge of Financial products. Good Client base.

No. of Vacancy: 1
Job Location: Mayur Vihar, Delhi

Elite Wealth Advisors Limited Company Profile
Elite Wealth Advisors Limited, more popularly known as Elite Wealth, is one of today’s a wealth advisory and financial services based out of Delhi. Elite Wealth offers a wide range of wealth generation solutions to individuals and institutions based on creative value-investing ideas. Its strength lies in its customer-centric approach and a firm commitment to make your money work for you. Elite Wealth is affiliated with the best in the industry – right from the SEBI,NSE, BSE,MCX to CDSL, NSDL, IRDAI and FMC etc. These affiliations prove our worth in the market and make Elite Wealth a name to reckon with. Our success has been built on the highly individualized nature of our service. We are focused on nurturing long-term relationships with both our clients and our employees. Our depth of knowledge and wealth of experience enables us to cater to all types of investors. Achieving financial success requires an experienced team, determined leadership, access to the latest information, technology and resources, as well as the ability to anticipate and read changing conditions.

Contact Details
Contact Person: : Sangeetha Govindam
Website : https://elitewealth.in/

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