17/05 Ashwin Esackiappan
Manager at Confidential

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Advisory Manager - Sales - Wealth Management - BFSI (2-12 yrs)

Bangalore/Mumbai Job Code: 75163

Roles and Responsibilities :

- Procuring the potential clients through networking, database, market analysis and references.

- Generating cross-sell revenue and doing 360 degree financial planning by wealth management.

- Managing and improving relationship values through clienteling.

- Liaison with operations team to resolve queries and revenue generation.

- Comply with organizational guidelines and norms.

- Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process.

- Achieving financial goals and maintaining organization brand value.

Job Specification :

- Qualification: Graduation or MBA (Both Can Apply).

- Hands on experience in wealth/portfolio management, financial planning or investment advisory in more than one product: Equity, Assets, Lending, Mutual Funds (MF), Life Insurance (LI), General insurance (GI), Health Insurance, Fixed Deposits (FD), Liability Products, etc.

Why should you be a part of us :

- Best leaders form our umbrella brand.

- The company has a huge badge in the industry for over Few decades.

- Best salaries offered with lucrative incentives & benefits.

- Consistent ascend of opportunities and career growth

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