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Job Location | Ghaziabad |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Recruitment Services |
Functional Area | General / Other SoftwareOperations Management / Process Analysis |
EmploymentType | Full-time |
1. A person should have good knowledge in Wealth/portfolio Management, financial planning or investment advisory.2. Aggressive and Confident Individuals with Strong client relationships.3. Good communication and presentation are a prerequisite Self-driven, target oriented individual preferred.Roles and Responsibilities:1. Responsible for identifying customer needs & giving solutions across various asset classes - Equity / Debt / Savings & Investment products / Alternate Investment.2. Handling team of AUM RMs.3. Achieving group target as well individual target.4. Offer holistic Wealth Management solutions to customer.5. Responsible for building AUM & Revenue generation as per company benchmarks.6. Adding value to the client and staying ahead of the competition by structuring and implementing innovative deals.7. Ensuring high quality service and Key Customer Relationship Management.Experience and Qualifications:Experience: 3-5 Years,
Keyskills :
sales customerrelations sla quality coaching wealthmanagement financialplanning revenuegeneration investmentproducts customerrelationship wealth savings planning management investment presentation communication ea