PB Financial Services IMF Pvt Ltd
Delhi – www.privatebankers.in – 5/12/2022
Salary – 1.8 to 3.00 LPA (Negotiable)
Job Title
Wealth & Risk Managers
Company Profile
- BP Financial Services IMF Pvt Ltd is AMFI registered company with a mission to provide seamless digital support for Emergencies fund, Vacation, House, Medical, Education Planning for Children, Financial independence at Retirement & Creating Legacies for Future Generations. We add value in investments after understanding the need & risk appetite of the client or Corporate only on research based advisory. We also facilitate online KYC, online portfolios transaction to reduce human intervention to save time & money.
Job Profile & Responsibilities
- New acquisition /on boarding the client with portfolio designing .
- Ensuring portfolio quality by regularly engaging with each mapped relationship and
- maintaining the desired relationship values.
- Face to the client and First person Responsible for service and sales satisfaction of new clients.
- Financial Planning and Investment Advisory to HNI Clients.
- Driving revenue business to generate fee income through product like Mutual funds, Investments, PMS & Insurance.
Preferred Qualifications
- Graduate/Post graduate.
- CWM certification would be an added advantage.
Desired Candidate Profile
- Candidate should be having good communication skills handling HNI & Corporate Clients. Quick learners & go getter.
