Manager - Wealth Management Group

5 - 9 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be responsible for acquiring and building relationships with Retail/Ultra High Net worth, and Corporate customers. Your primary focus will be on cross-selling insurance and other wealth management products, as well as advising on various Treasury related Debt products for Corporates & SMEs. Additionally, you will advise Corporate/Promoters/HNI clients on investment opportunities to help them generate a high ROI. Key Responsibilities: - Cross-selling insurance and wealth management products - Advising on Treasury related Debt products - Providing investment advice to Corporate/Promoters/HNI clients - Offering end-to-end service solutions to existing customers proactively - Educating customers on various investment avenues - Assisting customers with asset allocation based on risk appetite and time horizon - Conceptualizing and implementing sales promotional plans through various marketing channels - Keeping customers updated on changes in business trends - Continuously updating Management Information (MI) Qualifications Required: - Strong knowledge of investment products and wealth management - Excellent communication and interpersonal skills - Ability to understand and assess customers" needs and risk appetite - Proven track record in sales and customer relationship management - Knowledge of market trends and financial products (Note: There are no additional details about the company mentioned in the job description.),

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