Elite Wealth Relationship Manager - Securities Firm (3-8 yrs)
Job Description
Elite Wealth RM : Leading Securities Co. : Mumbai, Ahmedabad,Pune
CTC : Upto - 8 lacs pa
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
Prachi
Sr. HR Consultant
Quotient ConsultancyTM
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