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| Job Location | Mumbai City |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Recruitment Services |
| Functional Area | Sales / BD |
| EmploymentType | Full-time |
Financial Advisor/ Wealth Manager 06- 04- 20 India, Mumbai Banking & Financial Services Negotiable Regional position 5- 10 years No Specific Requirement About the company: Reputed Financial Services Industry.
Job description: 1. Acquire new HNI and Corporate prospects by promoting wealth management products2. Retain the existing clients by appropriate servicing and portfolio advisory( new business from existing clients)3. Periodic wallet sizing of the customers4. Ensure top notch service level to the clients with the help of Service team, Advisory team and Management5. Constantly update knowledge on products, asset
Requirements: Not Specified ,Keyskills :
sales marketing finance lifeinsurance insurance newbusiness servicelevel corporatebanking wealthmanagement financialservices wealth sizing banking business servicing portfolio management InternationalSales ni BusinesstoBusiness