Wealth Relationship Manager - Sales - Investment/Trading Product (2-18 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 achievebusiness 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 3 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.
