Largest and leading broking firm is looking for Private Wealth RM
Interested candidates pl do share your updated resume with Deepa on firstname.lastname@example.org
Locations: Mumbai , Pune , Bangalore , Chennai
Mumbai / Pune: Needs to have a AUM / book of app 80-100crs currently
Bangalore / Chennai - Needs to have an AUM / Book of min 50cr and above
CTC: 15 - 25 lacs
Monitor financial market trends to ensure that client plans are responsive. Recommend financial products.
Must ensure the growth of AUM / Book Size Responsible for identifying customer needs and assessing their risk appetite
Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide regular updates to the immediate superior as and when required
Responsible for business development through acquisition of high networth clients. Create and enforce plans that will help meet the needs of the customer.
Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
Qualifications Graduation / Post Graduartion in any discipline
Additional Certifications/Trainings (desirable)
Prior Experience 5+ years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.
Domain Knowledge Understanding of market pulse, knowledge on investment products, understanding of wealth platform.
IT Skills MS Office / MS Excel / AMFI / IRDA (Certification)
Behavioural Technical Result
Orientation Knowledge of investment products, macro fundamentals n behavioral finance.
Customer Focus Understand of all key product offering
Knowledge Driven Aggression
Planning and Organizing
Interpersonal/ relationship management skills
Passion for acquisition n sales
Salary: INR 15,00,000 - 27,50,000 PA.
Role Category:Channel Sales
Role:Client Relationship Manager
Must have Key Skills
Other Key Skills
Desired Candidate Profile
Leading and Largest broking firm
Contact Company:Quotient Consultancy