Wealth Manager jobs in Delhi/NCR - Recruiters Choice

Apply Now View All Jobs by this Recruiter

  • Job View 403 Views
  • Applicants Less than 5 Applicants
  • 2020-04-10

Job Description

1. Responsible for Cross Selling Various Financial Products like Mutual Funds, Insurance (life, General), Etc to New Customers and Building Depth Within the Existing Relationships.

2. Meeting Monthly Targets By Providing 360-degree Financial Assessment Services, Wealth Management Services and By Doing Portfolio Reviewing of the Various Client Segment.

3. Formulating Strategies for Expanding the Client Base By Providing Investment Advice to the Clients.

4. Maintaining Long-term Relationships with Existing/new Clients for Increasing the Asset Under Management (aum) for the Company.

5. Cross-sell Products and Services to Both New & Existing Clients According to Their Need.

Key Skills


Banking / Financial Services / Stock Broking

Functional Area

Financial Services / Banking, Investments / Insurance / stock market / Loan

Number of Vacancy



Other Bachelor Degree

About Recruiters Choice

Recruiters Choice is a well-known placement firm serving the placement sector for pan India. This firm provides job opportunities to the fresher candidates, working professionals and staffing solution to companies. Recruiters Choice is running under the proprietorship of Mrs. Ritika Gupta. She laid the foundation brick of the firm in 2016 in Delhi. She has been guiding the whole team of Recruiters Choice for establishing the roots in the placement industry for pan India.

Learn more...

read more
Apply Now

Similar Jobs

Career Insights For Your Growth