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Wealth Manager HNI handling

2.00 to 7.00 Years   Ahmedabad   01 Aug, 2019
Crest Manpower Solutions Pvt Ltd Hiring For Crest Manpower Solutions Pvt Ltd
Job LocationAhmedabad
EducationNot Mentioned
SalaryRs 3.0 - 7 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSecurities TradingSales / BD
EmploymentTypeFull-time

Job Description

Job profile: Wealth manager/ Relationship managerCompany: Leading stock broking company (N BFC)Experience: Experience in sales of Financial Products like - Mutual Funds, PMS, Life Insurance, Demat Accounts, Bonds, Private Equity, Loans, and other Structure ProductsLocation: Pan IndiaPackage: Up to 3.50 Lpa+ incentive+ allowance for RM (Min 1yr experience)Up to 5.50 Lpa+ incentive+ allowancefor SRM (Min 2yrs experience)Up to 6.50 Lpa+ incentive+ allowance for KRM (Min 3yrs experience)Up to 9.00 Lpa+ incentive+ allowancefor WM (Min 4yrs experience)Reporting to: Territory managerSpan of Control: Individual roleSpecific responsibilities:

  1. HNI Client handling.
  2. Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like -Mutual Funds, PMS, PE, Bonds, Structured Products, LifeInsurance, and otherWealthProductsetc.
  3. Acquiring new clients.
  4. Retaining the existing customers of the company and increasing the size of their current portfolio.
  5. High levels of customer service orientation and application of Company policy.
Personal Attributes
  • Good communication & presentation skills
  • Good knowledge of investment products
Formal Qualification: Graduation (Compulsory)Why you should apply:
  • Package Hike
  • Incentive Structure - One of the best in the Industry
  • Company is looking for a long term team member
  • Fixed annual bonuses
  • Supportive and productive management
  • Decent HR Policies and work culture
If interested, please do call on undersigned,Regards,SwatiHR RecruiterCREST MANPOWER SOLUTIONS PVT. LTDContact: 9205388632Email Id : swati.crestinfo1@gmail.com

Keyskills :
dematortfoliomanagershniclienthandlingsharemarketclientacquisitionequitysalesdemataccountswealthmanagement

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