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DSP Eminence
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Wealth Manager

Wealth Manager

3 - 8 years

|

5 - 14 Lacs

ahmedabad vadodara

Posted:11 hours ago| Platform:

Apply

Skills Required

wealth mutual funds

Work Mode

Work from Office

Job Type

Full Time

Job Description

Hiring for Leading AMC

Role & responsibilities

To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.

Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships.
Profiling customers and provide financial products to meet customer needs
Ensuring the highest levels of service to the client /HNI customers
Providing Investment planning and advice
Achieving sales and revenue targets spread across product mix
One point contact for the assigned customer
Acquisition & Servicing of HNI/UHNI customers

Preferred candidate profile

Having good knowledge of mutual fund

Interested candidate can mail cv at richa@dspe.in

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