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For Employers

Wealth Manager

ProSales Financial Services Private Limited

0 years

|

0 Lacs

gurugram haryana india

Posted:19 hours ago| Platform:

Apply

Skills Required

support training onboarding documentation service reports

Work Mode

On-site

Job Type

Full Time

Job Description

Acquire and manage clients across retail, HNI, and corporate segments for
Wealth, Insurance, CFDs, and Mutual Funds.
Support internal verticals (
Loans, Insurance, Mutual Funds, Branch Banking)
in cross-selling investment products.
Stay updated on market trends, product offerings, and
ROI
across insurers,
AMCs, and NBFC issuers.
Conduct product awareness sessions and training for internal stakeholders.
Track and maintain product comparisons, performance trackers, and ROI sheets.
Manage end-to-end processes: client onboarding, documentation, renewals, redemptions, and service support.
Maintain
MIS reports and dashboards
for business reviews and planning.

More Jobs at ProSales Financial Services Private Limited

Wealth Manager

gurugram, haryana, india

Experience: Not specified

Salary: Not disclosed

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ProSales Financial Services Private Limited

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