Sr Wealth/ Wealth Manager- Chennai
1 Nos.
131232
Full Time
8.0 Year(s) To 12.0 Year(s)
25.00 LPA TO 30.00 LPA
Sales / BD
Banking/Financial Services
MBA/MMS/MPM/PGDM - Marketing
Job Description:
The primary purpose of this role will be to develop and manage client relationship and deliver the company proposition in linen with company client engagement and advice delivery framework.
- To contribute to the achievement of the financial targets and business composition goals of the firm.
- Identity and build high quality client relationship within the target segment through networking measures and by cultivating existing relationship that yield meaningful referrals.
- Adopt efficient pricing and cost control measures to ensure profitable client relationships.
- Undertake initiatives to drive increase in shared of wallet of existing relationships.
- Support marketing initiatives e.g special campaigns, events, presentations etc.
Key Skills :
Company Profile
Welcome to --- ---. We provide end-to-end --- --- management solutions for High Net Worth Individuals (HNIs). We aspire to be the most trusted --- advisors in India. This is a vision shared by our people and is predicated on a commitment to uphold the highest standards of conduct and service in all our dealings. Our range of financial planning and --- management services is sophisticated yet simple to understand.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.