Wealth Manager Sales Bfs (2 8 Yrs) Chandigarh/delhi/jaipur/lucknow (bfsi Sales/marketing)
Job Description
Job Title : WEALTH MANAGERProducts : AIF, PMS ,Mutual Funds, BondsLocation : Delhi, Indore, Lucknow, Jaipur, ChandigarhRoles & Responsibilities :\xc2\xa0- The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.- Maintaining client relationships and generate AUM from preferred clients.- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients- Track the Affluent & Super Affluent Client segment in the market for new client acquisition- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.- To conduct and assist in organizing seminars, workshops and other business development activities. (ref:updazz.com)
updazz .com
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Job Detail
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Job IdJD3067066
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationIndia, India
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EducationNot mentioned
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ExperienceYear