Wealth Manager
Wealth Manager
Posted on :
03-12-2024
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1 Vacancy
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Job Description
Job Title: Wealth Manager
Job Type: Permanent
Job Location: Delhi Mumbai Kolkata
Job Description:
Job Responsibilities:
Primarily client acquisition sales and servicing
Procuring potential clients through networking market analysis and references
Generate revenues / brokerage as per allocated target
For selling all the products in our product basket (as mentioned below) to both new and existing HNI and ultra HNI clients as per their requirement and suitability
Ensuring at all times that the clients are serviced as per company norms and all compliance norms are well maintained.
Product concentration
Justify your cost to the company by:
Generating successful leads and client acquisition in wealth distribution and equity
Generating revenue as set per target
Responsible for selling all third party products like Direct Equity Commodity Mutual Funds Bonds etc. along with Real estate Broking MF Advisory Insurance (Life/NonLife) Investment Banking LAS LAP etc.
Primarily client acquisition sales and servicing
Procuring potential clients through networking market analysis and references
Generate revenues / brokerage as per allocated target
For selling all the products in our product basket (as mentioned below) to both new and existing HNI and ultra HNI clients as per their requirement and suitability
Ensuring at all times that the clients are serviced as per company norms and all compliance norms are well maintained.
Product concentration
Justify your cost to the company by:
Generating successful leads and client acquisition in wealth distribution and equity
Generating revenue as set per target
Responsible for selling all third party products like Direct Equity Commodity Mutual Funds Bonds etc. along with Real estate Broking MF Advisory Insurance (Life/NonLife) Investment Banking LAS LAP etc.
Employment Type
Full Time
Key Skills
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