Based on your experience and company's profile you will be responsible for some/all of the following:-
Procuring the potential clients through networking, database, market analysis and references.
Generating cross-sell revenue and doing 360 degree financial planning by wealth management.
Managing and improving relationship values through clienteling.
Liaison with operations team to resolve queries and revenue generation.
Comply with organizational guidelines and norms.
Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process.
Achieving financial goals and maintaining organization brand value.
Qualification: Graduation or MBA (Both Can Apply).
Experience: 0.6 month - 8 years.
Hands on experience in wealth/portfolio management, financial planning or investment advisory in at least one of the following products: Mutual Funds (MF), Life Insurance (LI), General insurance (GI), Health Insurance, Fixed Deposits (FD), Liability Products, etc.
Why should you be a part of us:
Best leaders form our umbrella brand.
The company has a huge badge in the industry for over 53 years
Best salaries offered with lucrative incentives & benefits.
Consistent ascend of opportunities and career growth.
Our goal is to bridge the gap between job seekers and organizations that are looking for talent to strengthen their business and manpower. Aiming to save valuable client's time in this process and to provide suitable candidate within time frame.