Wealth Manager

Dear Candidates,

Position Purpose

To acquire high value clients by providing superior customer service while achieving sales and revenue target.

Responsibilities

·      Acquiring customers as per business plan

·      Revenue Generation as per assigned Targets

·      Acquire and upgrade knowledge on filling up KYC/new products/processes

·      Update status of leads on Lead management system regularly

·      Conduct sales promotion activities regularly

·      Activation of clients and cross sell (MF SIP)

·      Seek references from customers/prospects

·       Experience in NBFC/ BFSI

Specific Qualifications (if required)

·      Strong relationship management and client servicing skills.

·      Excellent communication, negotiation and presentation skills.

·      Sales driven mindset with ability to achieve and exceed targets

·      Ability to understand financial markets, investment product and client portfolio

Contact - Yuvashree  - 8310726611