Wealth Relationship Manager : Leading Securities Co. : Pune
Contact : Prachi on email@example.com
CTC : Upto 6 lacs pa
Location : Pune
Max Age : Upto 34 yrs
-Minimum Graduation is mandatory
-Candidate must from Sales background.
-Min. 2 years experience in Financial sales. (Must from Banking/ NBFC/ Insurance OR any financial industry)
-Must have experience in selling Life Insurance/ General Insurance/ Mutual Fund/ -PMS/ Equity/ Bonds/ corporate FD's etc.
-Age up to 34 years.
Job Description :
Tele calling the customers, Fixing appointments, face to face
meetings per day, Preparing daily sales report, Selling all
financial services & products to the customer (Life
Insurance, Mutual Fund, Bonds, Structured Products and
Wealth Products). Advising clients to add value to the
existing portfolio complying with company rules and regulations.
Salary: INR 5,00,000 - 6,00,000 P.A.
Industry: Banking / Financial Services / Broking
Functional Area: Sales, Retail, Business Development
Role Category: Retail Sales
Role: Sales/Business Development Manager
Employment Type: Permanent Job, Full Time