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Job openings for wealth manager in delhi ncr bangalore mumbai

Wealth Manager

Bangalore, Mumbai, Kolkata

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.

Experience 2 - 8 Years
Salary 5 Lac To 8 Lac P.A.
Industry Financial Services / Banking, Investments / Insurance / stock market / Loan
Qualification Other Bachelor Degree
Key Skills Wealth Management

About Company

Contact Person ritika
Address ahmedabad
Mobile 9662057416
Email ID