Wealth Relationship Manager - Sales - BFS (2-16 yrs)
Roles and Responsibilities :
- Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
- Manage clients through client visits, suggest financial products to the clients and achieve business target.
- Responsible for product penetration and increasing client's wallet share.
- Identifying prospective clients & acquiring new clients.
- Candidate should have experience of managing / acquiring wealth & HNI Customers.
Required Profile :
- Should have at least 2 Years of experience handling Wealth Product Sales.
- Any Graduate/Post Graduate with relevant Experience.
- Good relationship management and service focus skills.
- Good communication and presentation skills.
- Investment Product knowledge is mandatory.
Perks & Benefits :
- Bi-annual appraisal program.
- Growth in fixed CTC twice in a year with attractive quarterly incentives.
Interested candidates can directly share their updated CV on 6354667046
