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Recruitment Consultants at TalentEdge Recruitment Consultants

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Wealth Manager - Sales - Financial Services Provider & Broker (5-10 yrs)

Ahmedabad/Gujarat/Rajkot/Vadodara/Baroda/Jamnagar Job Code: 136067

About company:

- India's leading Financial Services Provider and Broker, having offices throughout India with more than 1000 employees

Job title: Wealth Manager

Number of requirements: 04

Job location: Ahmedabad, Vadodara, Rajkot, Jamnagar

Educational qualification: MBA (Finance) or CFA

Work experience:

- Around 5 years to 10 years of relevant work experience as a Wealth Manager with BFSI industry

- Should be good in selling of various financial products to HNI clients

- Should be open to trained and updated on various financial products, including MF, PMS/AIF, Insurance, FDs and Tax saving Bonds, etc.

Job profile:

- To cross sell various financial products to the mapped clients

- To generate 2X revenue in the first year, 3X in the 2nd Yr and 4X from 3rd Yr. Onwards

- Get trained and updated on various financial products, including MF, PMS/AIF, Insurance, FDs and Tax saving Bonds, etc.

- To get required certification as mandated by the regulators for various financial products.

- Acquire new clients from open market 


- Increase the share of wallet from the existing HNI clients

- Work with BD team for increasing the cross sell opportunities, by supporting each other.

- Ensure excellent client servicing through the existing system

- Deepen the client relationship to become the single point of contact for all his financial needs / advice.

Skills require:

- Relationship Building and sales management

- Client servicing and sourcing skill

- Analytic and problem solving skill

- General computer skills: MS Office, Access, VBA

- Proficient knowledge of MS Excel, PowerPoint, Word software.

- Excellent written and verbal communication skills.

- Should be Accurate and responsible

CTC: Rs 7.00 lpa to Rs 8.0 lpa (depends on current CTC, relevant work experience & qualification)

Key Skills: 


- Relationship Building and sales management

- Client servicing and sourcing skill

- Analytic and problem solving skill

- General computer skills: MS Office, Access, VBA

- Proficient knowledge of MS Excel, PowerPoint, Word software.

- Excellent written and verbal communication skills.

- Should be Accurate and responsible

Location: Ahmedabad, Jamnagar, Rajkot, Vadodara/Baroda

Required Experience: 5-10 yrs

Positions: 4

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