Urgent Opening for Wealth Manager

1.00 to 6.00 Years Ludhiana 31 Aug, 2019

Job Location	Ludhiana
Education	Not Mentioned
Salary	Not Disclosed
Industry	NBFC ( Non Banking Financial Services )
Functional Area	Sales / BD
EmploymentType	Full-time

Job Description

Should possess the required in-depth domain knowledge of Wealth Management, Financial Planning and the bouquet of Financial Products including Third Party products
To Recruit & Develop the IFA (Independent Financial Advisor).
To organize and Conduct Investors meet in their respective cities.
Advise Corporate / HNI clients on various investment opportunities available in the market and help them to generate a high ROI (Return On Investment)
To provide end-to-end service solutions to existing customer relationships on a pro-active manner
Conceptualize & implement sales promotional plan through various marketing channels
Cross-sell products and services to both new as well as existing clients as per their lifestyle, risk profiling and requirements basically through financial planning process.
Achieving financial goals of the clients through various product line like LI, MF, FD, GI and other savings & Investment products.
Maintaining long term relationships with existing/new clients so as to increase the revenue base for the company.
Updating customers on the changes of trends on the business landscape

Continuous updation of the MIS Reports or any other business reporting (daily-weekly-monthly sales reports)

Keyskills :
sales utualfunds wealthmanagement financialplanning

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Urgent Opening for Wealth Manager

Job Description

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