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Deputy Growth Manager

Deputy Growth Manager

CIEL HR

0 - 3 years

1 - 5 Lacs

mumbai bengaluru delhi / ncr

Posted:3 weeks ago| Platform:

Apply

Skills Required

mutual funds cross selling insurance financial products sales client acquisition relationship management

Work Mode

Work from Office

Job Type

Full Time

Job Description

Position Vacant:

Key duties/responsibilities of Deputy Growth Manager:

Accountable for acquisition of High net worth and retail clients.
Responsible for identifying customer needs and assessing their risk appetite.
Responsible for providing Incidental advice to new clients.
Responsible for cross selling products like Insurance, Mutual funds and so on to the existing set of customers and building depth within the existing relationships.
Active interaction with premium clients and advising them on their portfolio and act as an interface between Naikwealth and clients.
Dynamic monitoring of client positions and passing on investment strategies and will be responsible for clients financial goals.
Provide regular updates to the immediate superior as and when required.
Analyzing and researching the products offered to the clients.

Desired profile of the candidate:

1. Knowledge of financial products viz. Mutual Funds, Insurance, etc. and managing people can prove to be of great help.

2. Ability to work well either alone or as part of a team.

3. Passionate about sales and extrovert, likes to meet people.

Min. Exp:

Max. Exp:

Compensation Offered :

Education qualification :

MBA Marketing/Finance Preferably CFP (Certified Financial Planner), Semi Qualified CA.

Location of job posting :

Industry Type :

Functional Area :

aman.tiwari@cielhr.com

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