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| Job Location | Ahmedabad |
| Education | Not Mentioned |
| Salary | Rs 4.5 - 10 Lakh/Yr |
| Industry | Banking / Financial Services |
| Functional Area | Sales / BD |
| EmploymentType | Full-time |
Role Profile and Job DescriptionDepartmentWealth ManagementPositionManager/Senior ManagerPrimary reporting authorityDirector Secondary reporting authorityDirectorRequired QualificationI - MBA (Finance/Marketing) II - M.Com, B.Com, BBA or such other commerce graduate with strong and relevant experience in the subject matterRequired Experience4-8 years LocationAhmedabad/MumbaiRequired Minimum Computer SkillsMicrosoft Office applications (Word, Excel, Powerpoint, Outlook)Beneficial Computer SkillsMF Utility Software, Investwell Software or such other MF CRM Software and back office management softwarePrimary ResponsibilitiesBusiness Development and Relationship Management in Wealth Management. Actively pursue business development oppotunities and strive to achieve and surpass business development targets set by management. Good business development person with contacts with high net worth individuals and Corporates and flair for new client acquisition. Would have to contribute to the existing AUM by acquiring new HNI, Ultra HNI and Corporate Clients. Be active in developing new business for Wealth Management Team. Would have to distribute Mutual Funds and other Financial products to HNI, Ultra HNI and Corporates. Maintaining a good rapport with existing and new clients so as to get good business and more referrals from them. Giving solutions to clients for any financial need with regards to wealth management.Reaching out to prospective clients using web based search and by getting references from the existing relationships.
Keyskills :
assetmanagement wealthmanagementservices sales assetservicing wealthadvisory businessdevelopment wealthmanagement assetmanagementcompanies ssetmanagementservices