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Genius Consultants
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Wealth Manager - B2C | renowned AMC - Bank Channel, Mumbai | Upto 7L

Wealth Manager - B2C | renowned AMC - Bank Channel, Mumbai | Upto 7L

Genius Consultants

2 - 7 years

|

5 - 7 Lacs

mumbai navi mumbai mumbai (all areas)

Posted:1 day ago| Platform:

Apply

Skills Required

sales wealth product hni mutual funds private banking premier banking b2c sales portfolio management services hni client handling wealth management hni sales bank channel mf banking channel

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Job Purpose:

HNI and UHNI clients

Key Responsibilities

Manage assigned bank branches and build strong relationships with branch managers & staff
Drive MF, PMS, AIF sales through the bank channel
Identify customer needs and recommend suitable ICICI Prudential products
Support bank staff through product training and joint customer calls
Achieve monthly & quarterly sales targets
Ensure proper documentation, compliance, and policy issuance
Maintain MIS, reports, and pipeline tracking
Handle customer queries and provide post-sales support

Preferred candidate profile

A graduate with minimum 2 years of experience in B2C sales - Wealth and Investment products.

Regards,

Sandipa

7980475998

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Genius Consultants

Consulting

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