HR Manager at TrueJobs India
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Wealth Manager /Senior Wealth Manager - Sales - Insurance/Mutual Fund (5-10 yrs)
Ctc 8lacs - 18las PF ESIC + Incentive + Travelling
Shift 9am - 6pm Sunday Off Note:2nd & 4th Saturday off
Graduation
Must have 5 to 14yrs experience in field sales services like Mutual Funds, Insurance or PMS etc.
Candidates Have Experience From Mutual Funds, Insurance or PMS etc.
Age 23 - 35 yrs
Fluent English
Fluent Hindi
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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