Bwise Solutions

Bhopal, Madhya Pradesh

Role and responsibilities ;-The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables1. to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products2. Meet the required AUM, investor acquisition and AUM targets for given area.3. Ensure the timely delivery of customized wealth advise to HNI customers4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives5. Joint calls with branch teamRole Requirementso Educational Qualifications: Post Graduationo Experience: 1+ Years in sales/wealth management of handling the HNI clients.o Preferred industry back ground: Wealth Management, Banking, Investment Counsellingo Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products

Bwise solutions is hiring :-For Position;- Business Development ExecutiveLocation- Indore (On site )Notice period should be minimal or immediate.Mba Fresher can also applyRole And Responsibilities ;-Cold Calls to the prospect and arrange the meeting.Follow ups with clients and email communication.Screening of the candidates and resolving their queries.Interview Line ups and Feedback sharing.Daily reports, weekly Reports and Monthly reports about the project.Must Have: -Good Communication Skill - Verbal and WrittenGood MS-Excel and PowerPoint Knowledge.Graduation from recognised universityIf you would like to proceed further, then kindlyWith RegardsHr. Ira sahani