20 Sep
|
JobStation Enterprise
|
Maharashtra
20 Sep
JobStation Enterprise
Maharashtra
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring recent clients.
Candidates should have experience of managing / acquiring wealth & HNI Customers.
Required Profile:
Should have at least 4 Years of experience handling Wealth Product Sales.
Any Graduate / Post Graduate with relevant Experience.
Valuable relationship management and service focus skills.
Positive communication and presentation skills. Investment Product knowledge is mandatory.
📌 Wealth Rm/ Wealth Relationship Managerc Maharashtra
🏢 JobStation Enterprise
📍 Maharashtra