A leading securities company has vacancies for ELITE WEALTH RELATIONSHIP MANAGERS for Bangalore, Hyderabad & Chennai branches. Pl note : Candidates must be from sales / acquisition (wealth) handling mutual funds, equity, TPP from any securities / broking / banks / AMCs.
ROLES & RESPONSIBILITIES :
An individual role
HNI Client handling
- Understand the financial need & risk appetite of the client & recommend
suitable products from the array of financial products available with us
like - Mutual Funds, PMS, PE, Bonds, Structured Products, Life
Insurance, and other Wealth Products etc.
- Generating a minimum of 3X revenue per month
- Acquiring 2 new clients per month
- Generating an AUM of 50L per month
- High levels of customer service orientation and application of Company
Interested candidates can send their updated resumes, mentioning current fixed ctc, notice period & preferred location to firstname.lastname@example.org - SMRITI.
Salary: Not Disclosed by Recruiter
Industry: Banking / Financial Services / Broking
Functional Area: Sales, Retail, Business Development
Role Category: Retail
Role: Sales/Business Development Manager
Employment Type: Permanent Job, Full Time