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Sr Relationship Manager / Wealth Manager

4.00 to 9.00 Years   Delhi   21 May, 2019
Freelancer Goklani Komal MukeshKumar
Job LocationDelhi
EducationNot Mentioned
SalaryRs 4.0 - 8 Lakh/Yr
Industryanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

Location : Pune , Hyderabad , Bangalore , Kolkata ,Mumbai, DelhiSr. Relationship Manager /Relationship Manager/ Wealth ManagerCtc : 5 to 10 lacKey Responsibilities:

  1. Selling Wealth Investment product Mutual Fund, PMS
  2. Holding & participating in events for lead generation activities.
  3. Maintaining client relationship.
  4. Remain update about the latest investment products and market trend.
  5. To guide the client about the suitable investment / trading products as per clients profile.
  6. To ensure the achievement of Acquisition Targets of HNI clients, Retail clients, Franchisee.
  7. To ensure the Revenue & Third party products target achievement.
Required Skills:
  1. Should have depth knowledge of all financial products.
  2. Should be target oriented.
  3. Should have good communication, presentation and interpersonal skills.
  4. Should have good telemarketing skill
  5. Remain updated about the present market scenario and financial market products and trends.
  6. Should have the zeal to help clients in achieving their financial goals.

Keyskills :
communicationretailtradingpresentationhnisellingpmsoalsproductsportmanagementthirdpartyproductclientacquisitioninvestmentgenerationleadfinancialwealthfranchiseeacquisition

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