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.
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