Elite Wealth Relationship Manager - Securities Firm (3-8 yrs)
Job Description
A leading securities company has vacancies for ELITE WEALTH RELATIONSHIP MANAGERS for Bangalore, Hyderabad & Chennai branches.
Pl note : Candidates must be from sales / acquisition (wealth) handling mutual funds, equity, TPP from any securities / broking / banks / AMCs.
ROLES & RESPONSIBILITIES :
An individual role
- HNI Client handling
- 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, Life Insurance, and other Wealth Products etc.
- Generating a minimum of 3X revenue per month
- Acquiring 2 new clients per month
- Generating an AUM of 50L per month
- High levels of customer service orientation and application of Company policy.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
