Wealth Manager - Sales - Investment Product (3-8 Yrs) Metros/Mumbai (BFSI Sales) by EJOB OCEAN

Updazz.com (July-2017 से पंजीकृत) ने 4 दिन पहले इस नौकरी को पोस्ट किया था

Profile - Wealth PartnershipsKRA -1. Service existing client base as per induction training and SOP2. Acquire and service IFA s and B2B partnerships ( Wealth Managers / Wealth Fintech / Multi Family offices ) to distribute fixed income products3. Acquire and service Alternate asset managers/ Family offices investing in fixed income and credit assets4. Revenue generation by compliant transaction executions done on behalf of clientsJob description :1. Create and maintain database of existing and new clients2. Self-generated MIS reviews at the discretion of reporting manager3. Cold - calls , extensive travelling pan India4. Develop , maintain fixed income markets content5. Execution of client s order & end to end settlement process6. Engage in all the activities self-defined and as defined by reporting manager which contribute to market presence, visibility, business growth and networking7. Engaging with respective product teams for business executionQualifying Criteria :1. M.com / MBA / CA / CFA / Accredited Master s degree in any discipline (Finance Marketing will be preference)2. Previous work experience in sales profile in capital markets , mutual funds / insurance3. Excellent Communication and presentation skills4. Proficient is MS Excel and PowerPoint (ref:updazz.com)

Payroll Type : Permanent