| Hyderabad Jobs |
| Banglore Jobs |
| Chennai Jobs |
| Delhi Jobs |
| Ahmedabad Jobs |
| Mumbai Jobs |
| Pune Jobs |
| Vijayawada Jobs |
| Gurgaon Jobs |
| Noida Jobs |
| Hyderabad Jobs |
| Banglore Jobs |
| Chennai Jobs |
| Delhi Jobs |
| Ahmedabad Jobs |
| Mumbai Jobs |
| Pune Jobs |
| Vijayawada Jobs |
| Gurgaon Jobs |
| Noida Jobs |
| Oil & Gas Jobs |
| Banking Jobs |
| Construction Jobs |
| Top Management Jobs |
| IT - Software Jobs |
| Medical Healthcare Jobs |
| Purchase / Logistics Jobs |
| Sales |
| Ajax Jobs |
| Designing Jobs |
| ASP .NET Jobs |
| Java Jobs |
| MySQL Jobs |
| Sap hr Jobs |
| Software Testing Jobs |
| Html Jobs |
| Job Location | Navi Mumbai |
| Education | Not Mentioned |
| Salary | Rs 3.5 - 7 Lakh/Yr |
| Industry | anking / Financial Services |
| Functional Area | Investment Banking / M&ASales / BD |
| EmploymentType | Full-time |
Wealth Manager (Finance)-BFSI SectorJob SummaryHelping clients with their understanding of investment products and giving advice on the same. He/she needs to cater to individual client relationship by giving advice on financial investments while trying to generate new business and clients for the entity. He/she should be providing assistance in collaborations for financial instruments during expansion or otherwise.Job DetailsLocationPowai, MumbaiNavi Mumbai, Navi MumbaiThane, ThaneShift Timings10:00 am - 7:00 pm(day shift)Weekly Working Days-6 DaysSalary & CompensationSalary Offered30.0 K to 60.0 K(monthly)IncentivesPF & ESICReimbursementsTravel ReimbursementsIncentives StructureSelection CriteriaEducationGraduation Degree mandatoryShould be CFP (Certified Finance Planner)ExperienceMinimum 3 yrs as Wealth Management - BFSI Sector3 yrs to 8 yrs of experience as Sales / Business Development-Banking / Financial Services mandatoryBFSI SectorPrivate bankers are allowedHe need to approach customer for-Stock. Mutual fund, Private equity, LoansAge20 - 45 yrsCommunicationGood English skills - Ability to Speak, Read & WriteSkillslead generation product sales finance knowledgeJob DescriptionKey Skills:Ability to manage relationships and to improve the relationship value of existing customers.Ability to build and maintain long term relationships, deepening relationships and growingrevenueAbility to provide seamless and superior service deliveryAbility to ensure compliance with key regulatory and company level requirementsRole and Responsibilities:1. Achieve personal and business unit goals by implementing a variety of relationshipdeepening techniques and new business acquisition activities.2. Acquiring and managing resident and NRI clients.3. Collaboration with a product specialist to ensure the engagement of clients with superior andtailored wealth management solutions.4. Portfolio allocations, reviews and financial check-ups for the clients ensuring 360 clientengagement, Total Client Ownership.5. Cross-selling various instruments to the clients only after consideration of his financialrequirement.6. Work hand in hand with the real estate team to cross-sell real estate products to clients.Hungry to achieve targets and receive handsome incentives month on month.He need to approach customer forStockMutual fundPrivate equityLoansContact Person Rahul-9920624568 / 9936572548ThanksTeam HrRainbow Jobs
Keyskills :
cross-sellfinancecfpbankingmanagementealthshouldplannerloansbfsisectorcertifiedapproachcustomerfor-stock.mutualfundsectorleadgenerationinvestmentproductsprivateequityprivatebankerscertifiedfinanceplannermanagerwealthmanagement-bfsis