Wealth Manager Job Vacancies in Patna

If interested and strictly meet below criteria then please send your updated CV on whatsapp- Catering to the investment needs of clients by providing them research based advice inEquity, MF, Insurance, PMS & Structured products offerings.- Manage clients through client visits, suggest financial products to the clients and achievebusiness target.- Responsible for product penetration and increasing clients wallet share.- Identifying prospective clients & acquiring new clients.- Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile- Should have at least 3 Years of experience handling Wealth Product Sales.- Any Graduate / Post Graduate with relevant Experience.- Good relationship management and service focus skills.- Good communication and presentation skills.- Investment Product knowledge is mandatory.*Perks & Benefits:*- Bi-annual appraisal program.- Growth in fixed CTC twice in a year with attractive quarterly incentives.

We are hiring for Wealth Manager position across South Bihar.You will be responsible for the sales of you and your team. Sales products include: Online / Offline Mutual Funds Investments/LI/GI/HI .Opening of Savings Account/FD/RD ,these are the basis job profile .

Roles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base.Dealing and servicing of existing clients.Preparation and execution of Financial assessments.Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment.Generating the revenue primarily through core products.

We have vacant of 150 Relationship Manager Jobs in Patna City for Freshers Educational Qualification : Secondary School, Diploma, Professional Degree, Other Bachelor Degree, B.C.A, B.Com, Post Graduate Diploma Skill Sales,Wealth Management,Financial Advisory etc.