12 Nov
|
Epsilon Money Mart
|
Ahmedabad
12 Nov
Epsilon Money Mart
Ahmedabad
Role & responsibilities
Generating Leads and conversion of leads into business.
Acquiring and managing HNI/SME, Affluent clients and individuals.
Maintaining in depth knowledge of company products and services.
Building and maintaining robust relationships with potential and existing clients.
Meeting sales/revenue targets.
Managing Client portfolios & understand clients financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly.
Preferred candidate profile
Graduate/MBA with 3 - 6 years of relevant experience. An educational background in Finance/Investment will be an advantage.
Fixed CTC
Variable: Annual Performance Based Incentive, linked to a wealth book managed.
Travelling expenses of client meets will be reimbursed.
Group Health Insurance advantages as per company policy.
📌 Wealth Manager Ahmedabad
🏢 Epsilon Money Mart
📍 Ahmedabad