21 Sep
|
JobStation Enterprise
|
Mumbai
21 Sep
JobStation Enterprise
Mumbai
Job Description:
Roles and Responsibilities:
- Acquire & Soure Franchise & generate revenue
- 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 current 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.
- Good relationship management and service focus skills.
- Good communication and presentation skills. Investment Product knowledge is mandatory.
📌 Wealth Relationship Manager (Mumbai)
🏢 JobStation Enterprise
📍 Mumbai