Jobs
Interviews
Upskill
Job Alerts
Tools

Upskill and Grow with AI

Skill Gap and Learning Paths See what your target role asks for and learn it free

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on job portals effortlessly

Interview Questions Streamline interviews with ready-to-use questions

Companies Explore leading companies actively hiring talent

Jobs

Interviews

Home
>
Jobs in ahmedabad
>
Aditya Birla Capital
>
Senior Wealth Manager

Posted 9 months ago. This role may no longer be accepting applications.

Senior Wealth Manager

Aditya Birla Capital

0 - 4 years

Ahmedabad

Posted:9 months ago

Job Description

Direct Marketing

Senior Wealth Manager

Location: 170, Ahmedabad

Roles & Responsibilities:

Identify & conduct daily sales calls for financial planning sessions with clients
Acquire customers and generate the targeted amount of premium
Deliver Complete Product Information to Customers
Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity
Cross sell and upsell products to existing customers & build portfolios
Manage the relationship with customers to ensure persistency & renewals
Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture
Ensure the delivery of all S&D and financial KPI defined for the role
Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company

Minimum Experience Level

0 - 4 years

Job Qualifications

Skills Required

marketing planning portfolios underwriting compliance data capture code

Work Mode

On-site

Job Type

Part Time

More Jobs at Aditya Birla Capital

HR Business Partner-Jaipur

Rajasthan, India

Experience: Not specified

Salary: Not disclosed

Sales Officer-HDFC BB SO-SHIVDHARA

Darbhanga, bihar

Experience: Not specified

Salary: Not disclosed

Associate Branch Relationship Officer-HDFC BB-FRAZER RD

Patna, bihar

5.0 - 5.0 yrs

Salary: Not disclosed

Executive Branch Relationship Officer

Valsad, gujarat

Experience: Not specified

Salary: Not disclosed

Executive Branch Relationship Officer

Bilaspur, haryana

5.0 - 5.0 yrs

Salary: Not disclosed

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Aditya Birla Capital

Financial Services

Mumbai

RecommendedJobs for You

Rajahmundry rural

Login to

Please Verify Your Phone or Email

Confirm Action

Search

Profile

Upskill and Grow with AI

Senior Wealth Manager