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26/05 Shreya
Team Leader at Tenheads

Views:3 Applications:4 Rec. Actions:Recruiter Actions:1

Wealth Specialist - Sales - BFS (5-10 yrs)

Mumbai Job Code: 274803

1. Minimum 5 years of experience into handling wealth business which includes mandatory distribution of wealth products-equity broking, mutual funds, PMS, AIF.

2. Sound understanding of wealth requirements of affluent, mass affluent and emerging affluent clients.

3. Ensuring growth of wealth product volumes, SIP book, product penetration via RM channel-Branch Banking.

4. Ensuring implementation of wealth sales processes and the investment profile suitability of clients to the products purchased in all the mapped geographies.

If interested, please share your updated resume

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