Wealth Manager - Sales - Bank (4-15 Yrs) Mumbai/Delhi (BFSI Sales) by CHANGELEADERS

Updazz.com (July-2017 से पंजीकृत) ने 5 दिन पहले इस नौकरी को पोस्ट किया था

Desired Candidate Profile:- Detailed product knowledge of Key investment products - MF, Bonds, AIF, Insurance, Unlisted shared, Trading - Equity, Commodities & Currency.- Preferably handling AUM of 20cr.- Should have excellent social/ interpersonal skills- Should be okay with Client Acquisition (B2C).Role: IC & Team handling (B2C)Roles and Responsibilities:- Acquiring HNI/ UHNI clients through networking, database, market analysis, and references- Maintain client relationships and generate AUM from HNI/Ultra HNI clients- Achieve the financial goals of the clients through various product line- Key products are - MF, Bonds, AIF, Unlisted shared, Trading - Equity, Commodities &- Currency, in-house Arbitrage strategy, MLD, Corporate FDs, Loans - Secured & Unsecured,Real Estate advisory- Advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio- Coordinate with product and research teams to taking investment decisions for the clients- Achieve budgeted targets in terms of the number of clients/volume of business & assets- Share regular communications with clients regarding information, research, and material of the organization. (ref:updazz.com)

Payroll Type : Permanent