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Sales Manager(Wealth Managment)

1.00 to 5.00 Years   Kolkata   24 Oct, 2019
Techno Impact Solution Hiring For techno impact
Job LocationKolkata
EducationNot Mentioned
SalaryRs 2.5 - 5 Lakh/Yr
IndustryInsurance
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

We need Urgently for Sales manager in wealth managment Verticals for Finance Company at Kolkata Near Parkstreet locationPost- Sales Manager for Wealth ManagmentExp-1 to 5 YearsSalary- 20 to 50KLocation- Kolkata ,Parkstreet area

  • Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
  • Review clients accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • Manage client portfolios, keeping client plans up-to-date.
  • Contact clients periodically to determine any changes in their financial status.
  • Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.
  • Recruit and maintain client bases.
  • Explain to clients the personal financial advisors responsibilities and the types of services to be provided.
  • Investigate available investment opportunities to determine compatibility with client financial plans.
  • Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
  • Monitor financial market trends to ensure that client plans are responsive.
  • Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
Intrested can call to Aditya kumar on 8527750087 and Manoj Begrajka pn 8961264140,8420845459, email-kolkatabps@gmail.com , hr@cmts.inPlease come in our below mentioned office address with 3 hard copy of cv, Photo, address proof andid proof for first round of interview betweenmonday to saturday 11amto 4pm . if interested.for more details visit officeTechno impact solutionkamdhenu buildingAbove Titanshow room/uco Bank75C Park StreeteasyDaftar,3rd floor,Kolkata-700016Opp Allien PARKAbove Uco bank/titan show roomtime of interview -11am to 3 pm.contact on 6298612165,9674098455, 8961264140email cv - kolkatabps@gmail.com(Email me cv with Subject mentioned post apply, location, salary)Please Come in formal dress.(Mandatory).If this mail is not useful for you then please forward it to your friends who seeking job

Keyskills :
marketing sales ealthmanagement financialproducts financialplanning incometax investmentperformance taxreturns businessdevelopment fixedincomederivatives financialperformance mutualfunds

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