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  • Applicants Less than 5 Applicants
  • 2017-06-21

Job Description

Wealth Manager are responsible for the maximization of sales for the companys products. They shall help in the turnover of sales and provide datas regarding changes required in the product to meet customer standards. They will reach towards the customer directly & manage healthy relationship for maximum Sales Conversion. Wealth Manager will visit client Appointments fixed by the Zonal Call Center.


Maintain and develop good relationship with customers through personal contact or meetings or via telephone etc.

Display efficiency in gathering market and customer info to enable negotiations regarding variations in product offering, delivery and customer specifications to their managers.

Review their own performance and aim at exceeding their targets, by offering Investment & retail-finance products.

Record sales and customer feedback information and report the same to the Regional Head .

Wealth Manager will have to handle Product Training , Product development & acquire Clients to generate business for Financial services, Loans, Private Wealth Management , Equity & Investment Services in B2B Segment.

They should be ready to work in any location/any time in Hyderabad.

Increments are given in 6 Months followed with Promotion to the Level of Branch Manager

Able to explain/translate Financial Services , Loans , Private Wealth Management and/or investment products in a clear and organized manner

Key Skills


Banking / Financial Services / Stock Broking

Functional Area

Sales & Marketing / Business Development/telecaller

Number of Vacancy



Other Bachelor Degree, M.B.A/PGDM, M.Com

About Cogniz Capital

COGNIZ CAPITAL PVT LTD , started in 2012 is Headquartered at Hyderabad & currently deals with multi - disciplinary business of Investment - Banking , Equity Markets , Loans , Wealth Advisory. We are channel partner for Banks & NBFC like Kotak, HDFC, Tata Finance. We are into investment – banking & offer Specialised Services like Structured Finance, Wealth Management, Alternate Asset Management & Financial Planning through a highly qualified & Experienced Team of 70 employees. The Directors collectively hold more than 20+ Years of Experience into Service Industry, Finance, Construction, Tax Advisory, Equity Research, Advertisement, Wealth Management & Financial Advisory. We have been into the service industry for some time now & have scalable capacity to distribute Financial Products to various portfolio of customers & well diversified network build over the past few years.
Our Head-Office is situated in Begumpet. We at present have 2 Office at Hyderabad.

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