CEO/Manager at Career Hotspot & Services
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Senior Wealth Manager - Sales - Insurance/Mutual Funds (5-14 yrs)
Sr. Wealth Manager
Need candidates with experience into investment products and services like Mutual Funds, Insurance or PMS etc.
Shift Timings : 9:00 am - 6:00 pm (day shift) | for Male Candidates only
Salary Offered : 8.0 Lac to - 18.0 Lac (annually)
Selection Criteria : Graduation degree mandatory
- 9 yrs to 14 yrs of experience as Sales / Business Development in Banking / Financial Services / Insurance mandatory
- Candidate must have experience in field sales services like Mutual Funds, Insurance or PMS etc.
Fluent Hindi skills - Ability to Speak
Fluent English skills - Ability to Speak
Job Description
1) The Candidate should be well versed with the financial markets and products across all asset classes that can be made available to the client.
2) The Candidate should be able to analyse the financial need & risk appetite of the client & recommend suitable solutions from the array of financial products available with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance & General Insurance
3) Business development through the acquisition of ultra high net-worth clients.
4) Identifying customer needs and assessing their risk appetite.
5) Achieving targets based on acquisition and revenue generation through all investment products.
6) Analyse client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
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