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Wealth Manager

0.00 to 2.00 Years   Indore   22 Feb, 2025
Plus Consultancy
Job LocationIndore
EducationNot Mentioned
SalaryRs 3.0 - 6 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Were Hiring! Wealth ManagerJob Title: Wealth Manager Location: [Indore]Position Type: Full-timeCTC :5 to 6 LPAExperience : Min 1yearJob Overview: (Mutual Funds & PMS)Job responsibilities include Building relationships with and service and manage high networth customers (HNIs). Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the HNI B2B relationships. Generate growth in AUM and revenue streams that will ensure delivery of the financial plan and achievement of the business objectives through effective B2B acquisition and management of portfolio of clients. To achieve individual targets against Key Performance Indicators, including revenue targets, to grow B2B base, AUM and account profitability while maintaining a high standard of service quality. Deftly handling & interacting with various HNI & NRI clients to generate, repeat & referral business dealing in diverse range of products including MF, Wealth Management, AUM, PMS services. Arrange, manage and attend appointments with clients. Profiling customers and provide financial products to meet customer needs. Providing financial planning and investment advice to clients keeping in mind clients profile and needs. Should recommend products across asset classes. Acquisition & Servicing of High Net Worth customers. Conduct research on clients/prospects, industries, competitors, organisations, and conferences; market analyses, marketing/sponsorship opportunities, and other business development efforts to drive volume. Manage the existing portfolio & generating more leads from the existing ones & deal with all kinds of investment propositions & wealth advisory services. Networking and building relationships with existing and prospective clients and positioning Wealth as a brand to clientsApply Now: Send your updated resume to hidden_emailhidden_mobile

Keyskills :
salespms

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