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22/02 Heena
HR at Quotient Consultancy

Views:51 Applications:16 Rec. Actions:Recruiter Actions:0

Elite Private Wealth Relationship Manager - NBFC (2-7 yrs)

Mumbai Job Code: 27553

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) Genral Insurance

Training Given to candidates once joined / Enough Timing Given once joined the Org

Good Variable Structure - 300 % of CTC Offered Annually

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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