Wealth RM_Mumbai
5 Nos.
87430
Full Time
3.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 15.00 LPA
BFSI, Investments & Trading
Banking/Financial Services
B.Com - Commerce; MBA/MMS/MPM/PGDM - Finance
Job Description:
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 targets.
- Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring new clients.
- Candidates should have experience of managing / acquiring wealth & HNI Customers.
Required Profile:
- Should have at least 4 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.
Company Profile
--- --- Financial Services Limited is an Indian financial services company offering a range of financial products and services. The company was founded by --- --- and Raamdeo Agrawal in 1987. The company is listed on BSE and NSE stock exchanges.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.