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Wealth Manager

2.0 - 5.0 years

4 - 7 Lacs

Surat

Posted:1 week ago| Platform: Naukri logo

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Skills Required

B2C Sales Insurance Sales Mutual Funds Sales Sales Mutual Funds BFSI Client Acquisition Relationship Management Business Development HNI Client Handling CRM

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles & Responsibilities: Generating Leads and conversion of leads into business. Acquiring and managing HNI/SME, Affluent clients and individuals. Maintaining in depth knowledge of company products and services. Building and maintaining strong relationships with potential and existing clients. Meeting sales/revenue targets. Managing Client portfolios & understand clients financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly. Qualifications: Graduate/MBA with 2 - 5 years of relevant experience. An educational background in Finance/Investment will be an advantage. Compensation & Benefits: Fixed: Depends on experience, qualifications. Variable: Annual Performance Based Incentive, linked to a wealth book managed. Travelling expenses of client meets will be reimbursed. Group Health Insurance.

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Epsilon Money Mart
Epsilon Money Mart
www.epsilonmoney.com

Financial Services

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5 Jobs

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