Position description: 1. Candidate will be responsible for Wealth Management Advisory. 2. Candidate will be responsible for selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products, Direct Equity- Listed and Unlisted etc. 3. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. 4. Acquisitions of new clients by selling wealth management products. 5. Ensuring customer satisfaction by customized and productive support. 6. Innovating and exploring current products from time to time to achieve acquisition and revenue targets. 7. Focus should be on AUM driven approach.
Primary Responsibilities: 1. Required experience in Third Party Product Distribution / Wealth Management exclusively 2. Self-motivated, energetic, target oriented goals achiever who can work independently. 3. Should possess excellent communication skills presentation skills. 4. Should be open to change and work in a healthy atmosphere.
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Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
📌 Manager Sales Tamil Nadu (India)
🏢 mastertrust
📍 India
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