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09/11 Preeti Rani
HR Recruiter at ITDOSE Hospedia

Views:146 Applications:40 Rec. Actions:Recruiter Actions:11

Relationship Executive - Wealth Management Advisory (0-4 yrs)

Delhi/Gurgaon/Gurugram/Noida Job Code: 97791

1. Candidate will be responsible for Wealth Management Advisory.

2. Candidate will be responsible for selling products like Mutual Funds - Equities/Debt, SIP, PMS, Bonds, FDs, Structured products etc.

3. Provide customized solutions to the clients by evaluating their risk assessment and financial needs.

4. Acquisitions of new clients and re-activation of existing clients by selling wealth management products.

5. Ensuring customer satisfaction by customized and efficient support.

6. Innovating and exploring new products from time to time to achieve acquisition and revenue targets

7. Focus should be on AUM.

Job requirements:-

1. Required experience in Third Party Product & Distribution / Wealth Management exclusively.

2. Self motivated, dynamic, target oriented & goals achiever who can work independently.

3. Should possess excellent communication skills & presentation skills.

4. Should be open to change and work in a healthy atmosphere.

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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