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Wealth Manager

3.00 to 8.00 Years   Chennai   20 Apr, 2019
Talent Corner Hr Services Pvt Ltd Hiring For Leading Broking House
Job LocationChennai
EducationNot Mentioned
SalaryRs 4.0 - 5 Lakh/Yr
Industryanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

  • To increase revenue in assigned Area and increase sales volume across the products.
  • Solving customer queries and taking care of growth of the business in the branch
  • New client acquisition and AUM growth in Existing accounts
  • Building, managing, training and developing a team.
  • Daily meeting with Relationship managers and Dealers, having sales drive discussion, performance tracking, product drive, tracking Activities & ensuring that client servicing is at the expected quality
  • Creating product mix to meet investors requirements.
  • Manage accounts by advising them on various products available in the company, basis their risk appetite and need analysis.
  • Expand the client base and thereby increase the AUM Book and the offerings of other wealth advisory products such as General Insurance, LI, PMS, AIF, Bonds, etc.
  • Meeting with DSA & Franchisee and going for joint call with them to promote cross sell, providing training to DSA, helping DSA to promote different cross sell product.
  • To maintain Team profitability and to maintain compliance and risk management.

Keyskills :
managementpmssalesacquisitionlientmutualfundssalesbusinessdevelopmentwealthadvisoryequitybrokingwealthmanagerportfoliomanagementhniacquisitionwealthinvestmentplanning

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