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1 Globe Capital Market Wealth Manager Job
Wealth Manager Sales
4-9 years
₹ 2.22L/yr - 4.5L/yr (AmbitionBox estimate)
This is an estimate of the average salary range for this
position. It has not been reviewed by the company, and
the actual salary may differ.
New Delhi, Pune
1 vacancy
Wealth Manager Sales
Globe Capital Market
posted 3+ weeks ago
Job Role Insights
Fixed timing
Key skills for the job
Job Description
- The wealth advisor will have to undertake the following 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.
Employment Type: Full Time, Permanent
Read full job description
What Wealth Manager at Globe Capital Market are saying
Rating based on 26 Wealth Manager
reviews
Anonymous · BFSI, Investments & Trading
in Katni
Likes
There is no reason to like globe capital market limit... Worst industry to work
Dislikes
There is a zero job security.. customer are always in loss because of the entire globe senior authorities forced the employee to make trade.. and poor work environment. And Mr aklank jain and Nitin kulshrestha are the worst bosses I have ever seen and from jabalpur branch sarabjeet Singh(branch manager) and shreyansh rohra(team lead..Read More
- Salary - Bad
+6 more
Wealth Manager salary at Globe Capital Market
reported by
105
employees
₹1.8
L/yr - ₹5.2
L/yr
54%
less
than the average Wealth Manager Salary in India
View more details
What Globe Capital Market employees are saying about work life
based on 158 employees
Strict timing
Alternate Saturday off
No travel
Day Shift
Globe Capital Market Benefits
Health Insurance 
Soft Skill Training 
Job Training 
Team Outings 
Work From Home 
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Wealth Manager Sales
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