Elite Private Wealth Relationship Manager - NBFC (2-7 yrs)
Job Description
One of the leading and growing NBFC which is a part of a huge conglomerate is looking for Elite Wealth RM for Mumbai location.
Location: Mumbai locations.
Position
Elite Wealth Manager
Max CTC: 6-8 Lacs
Location :Borivali, Nagin Mahal & Thane
JD
- Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, PE, Bonds, Structured Products, equity, life insurance etc.
- Generating a minimum of 3X revenue per month
- Acquiring new clients per month
- Incremental AUM month on month
- Existing book size preferred
Below mentioned is the product basket:
1) Wealth + PMS + Private Equity
2) MF - All Co (AMC's)
3) Real Estate
4) Loans - HL / PL / BL / LAS / LAP
5) Fixed Income - Bonds
6) Life Insurance
7) Broking - Equity / Commodity / Currency
8) General Insurance
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
