Wealth Manager jobs in Delhi/NCR - Recruiters Choice

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  • Job View 21 Views
  • Applicants Less than 5 Applicants
  • 2019-10-10

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

Industry

Banking, Investments, Stock Market & Financial Services

Functional Area

Banking / Investments / Stock Market / Financial Services

Number of Vacancy

10

Education

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.

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