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Urgently Require Wealth Manager Reputed NBFCMumbai

4.00 to 9.00 Years   Navi Mumbai   25 Mar, 2019
Acura Solutions Hiring For Acura Solutions
Job LocationNavi Mumbai
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional Areaales / BD
EmploymentTypeFull-time

Job Description

Job Description Customer Engagement ChannelDesignation:Private BankerLocation:MumbaiCTC:Open(11lacs-18 lacs)This is indicative JD, you can refer the same to understand requirement.Job Profile:Key competencies:

  • Business Development for Company-Wealth Management proposition to individual customers, companies, and affluent segments.
  • Products include,Corporate Fixed Deposits,Mutual Funds,Portfolio Management Services (PMS),Alternate Investment Funds and Structured Products,Real Estate Services,Life Insurance&Bonds.
  • Organize Company-Wealth Management events and prepare marketing materials.
  • Manage assigned Portfolio,Develop and maintain relationship with high net-worthclients.
  • Telesales activity to affluent segment clients.
  • Engage with ZonalSales Manager to organize Company-Wealth Management events and increase overall NCA for assigned region.
  • Maintain regular MIS of Company-Wealth Management acquisition sales for department.
  • Maintain relationships with internal partners such as product managers to ensure attractive or exclusive offers at work channel.
  • Able to present effectively and communicate ideas, concepts, and explain products and services.
  • Excellent interpersonal and events management skills.
  • Highly motivated and driven.
  • Feel free to reach out to me over email or phone in case of any clarifications. My coordinates are provided in the signature below.
--Soniya VishwakarmaTel: (M)-8707224599soniya.acura@gmail.com

Keyskills :
salesbondsmanagementmarketingwealthcustomerwealthadvisoryplanningbusinessportfoliofinancialdevelopmentengagementmutualfunds

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