Wealth Manager

Wellcon Global Private Limited

job title/designation:

manager - pcg elite sales in a leading banking broking co.

employment type:

full time, permanent

job description:

key responsibilities and accountabilities

• responsible for new client acquisition, building new relationships and increasing depth in existing relationships with high-net-worth clients.

• accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client’s profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.

• will be responsible for primarily selling equity based investment products.

• cross-sell of third-party products like mutual funds, assets (from bank), bonds, pms & structured products.

• responsible for achieving targets as assigned by the organization on a monthly basis.

• understands clients risk profile and maximizes the ‘risk vs. reward’ balance for individual clients by optimizing product mix.

• comply with kyc/sebi rules, regulations, and legislation governing the financial services industry.

• provide regular updates to the immediate superior as and when required.

candidate profile:

skills & knowledge

• graduate with 5 – 10 years / postgraduate from a premier institute with 2 – 5 yrs. exp in direct selling

• should have good communication & presentation skills.

• may have good existing client relationships in the market.

• should be a self-starter, proactive & target oriented.

• should possess strong networking & relationship building skills

ctc - to

• Experience

  5 - 10 Years

• No. of Openings

  2

• Education

  M.B.A/PGDM, Post Graduate Diploma

• Role

  Wealth Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Home