Wealth Manager

KRM Global Placement Consultancy
  • Bangalore, Chennai, Hyderabad
  • 10-15 lakh
  • 2-7 years
  • 28 Apr 2015

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

To identify potential clients through referral networks.

To execute monthly sales plan to acquire large prospective clients

To ensure regular contact with all mapped clients through regular weekly / monthly Calls.

Daily tracking of & personal meeting with Clients

To ensure 100% client penetration for business sourced by sound financial planning, building relationships & enabling increase in share of wallet & revenues.

Competencies/Skill sets for this job

Clients Sales Networks Financial Wallet

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