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05/08 Lovely Tayal
Consultant at Peoplenomic Consulting

Views:4 Applications:10 Rec. Actions:Recruiter Actions:0

Wealth Manager - Sales (4-10 yrs)

Mumbai/Pune Job Code: 227355

- Currently handling Employee Stock Option Plan (ESOP) and Loan against Securities (LAS) portfolio of around 120 crore.

- Advising clients with financial products and services like ESOP, LAS OD Financing, AIF- s, PMS, Structured products, Bonds, Mutual Funds, Equities, and Insurance etc. as needed.

- Execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls and meetings.

- Maintain the required pricing revenue generation Risk and Margin maintenance for clients.

- Lead and supervise the team for the implementation of the growth agenda through appropriate training, motivation and deployment strategies.

- Constantly keep abreast on market trends and competitor intelligence to build and develop effective sales and marketing strategies.

- Ensure the files are processed from login stage to disbursement and liaise with internal departments for completion.

- Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area.

- Align with the team on ground lead generation activities for Sales

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