Globe Capital Market Limited

Delhi, Mumbai, Pune, Lucknow, Kolkata, Ahmedabad, Ludhiana, Jaipur – – 10/11/2021

Salary – 10 LPA & above

Job Title

Sr. Wealth Manager

Company Profile

    Globe Capital Market Limited is a financial services group committed to help you achieve your goals. Our wide range of services and a diversified client base is an outcome of our expertise in guiding you through the financial markets.

Job Profile & Responsibilities

  • Prospect, acquire and retain clients.
  • Achieve budgeted targets in terms of number of clients/volume of business & assets.
  • Research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
  • Understand clients needs & requirements and accordingly position products & services.
  • Coordinate with product and research team for taking investment decision for the clients.
  • Recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client.
  • Contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.
  • Provide various investment performance reports and summaries to the clients.
  • Build and maintain client bases, along with relevant comments/remarks for future reference.
  • To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.

Preferred Qualifications

  • CWM Certification is an added advantage

Desired Candidate Profile

  • 4+ years of relevant experience.
  • Person should have good communication skills.
  • Good experience in Wealth management.

Additional Details

  • Generate new business to achieve defined sales targets.
  • Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
  • Ensure ongoing self-development.
  • Manage the key performance indicators at the highest level.
  • Generate new business to achieve defined sales targets.
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