Partner at Zecruiters Jobconnect Pvt Ltd
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Wealth Manager - Sales - Investment Product (1-2 yrs)
1) Responsible for Sourcing New Clients and developing strong relationship with existing clients to Service them for their Equity, Debt & Derivative products portfolio.
2) Cross Selling of Investment products Like Mutual Fund, Insurance, PMS, AIF, NCDs, Fixed Income, Structured Products etc. to match Clients need based requirement of Investment and Loan Products.
3) To keep abreast with market knowledge and market intelligence via Research reports and important Webinars/ trainings Published & Conducted by co on regular basis.
4) Responsible to ensure all activities are in adherence as per Strict Compliance, Risk & Policies of the company.
5) Develop and maintain long term relationship with customers to maintain a high level of retention of the existing customers.
6) Acquisitions of franchisee, and referral Business to grow and strengthen the business.
7) Daily Calling existing and New Customer, Prospects and fixing Web and Personal Meeting with the clients and prospects.
8) Role and Responsibility Involves direct acquisition of trading and Investment clients, meeting monthly revenue targets.
9) Candidate Should be NISM equity & derivatives certified
