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17/05 Syed Nadeem
HR at San Management Consultancy

Views:29 Applications:32 Rec. Actions:Recruiter Actions:0

Wealth Manager - Sales - Bank (6-10 yrs)

Delhi Job Code: 159272

1. Accountable for acquisition of High net worth clients

2. Responsible for activation of trading accounts of clients, assisting new entrants in the equity market on the fundamentals of the market.

3. Responsible for cross selling products like Insurance, Mutual funds, PMS, AIF etc to the New and Existing set of customers and building depth within the existing relationships

4. Responsible for achieving targets as assigned by the organization on a monthly basis

Experience : 6+ years and above of experience in Selling of Financial Products, Experience in handling HNI & UHNI clients and Experience of Selling MF and Other Third party Structured Products

Syed
9990164275

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