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WEALTH MANAGER

5.00 to 10.00 Years   Bangalore   26 May, 2020
Job LocationBangalore
EducationNot Mentioned
SalaryNot Disclosed
IndustryInternet / E-Commerce
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

About the role: To meet set customer acquisition targets / including margin. Responsible for identifying customer needs & giving solutions across various asset classes Equity / Debt / Real Estate / Commodities / Currency / Alternate Investments Offer Project Finance, Lending against Shares / MF / Property / Gold Offer holistic Wealth Management solutions to HNI and UHNI clients Responsible for building AUM & Revenue generation as per company benchmarks Adding value to the client and staying ahead of the competition by structuring and implementing innovative deals Responsible for meeting cross sales targets Ensuring high quality service and Key Customer Relationship Management Job Requirements: Aggressive and confident individuals with strong client relationships Good communication and presentation skills are a prerequisite Self driven, target oriented individuals preferred AMFI certified preferred ,

Keyskills :
sales wealthmanagement banking mutualfunds financialplanning customerrelationshipmanagement crosssales amficertified projectfinance revenuegeneration presentationskills australianequities ustomeracquisiti

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