Elite Wealth Relationship Manager

Quotient Consultancy
  • Ahmedabad, Mumbai, Pune
  • Confidential
  • 3-8 years
  • Views
  • 01 Feb 2018

  • Finance/ Accounts

  • Consumer Durables/ Semi Durables
Job Description

Elite Wealth Relationship Manager - Securities Firm (3-8 yrs) Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, PE, Bonds, Structured Products, equity, life insurance etc. - Generating a minimum of 3X revenue per month - Acquiring new clients per month - Incremental AUM month on month - Existing book size preferred Below mentioned is the product basket: 1) Wealth + PMS + Private Equity 2) MF - All Co (AMC's) 3) Real Estate 4) Loans - HL / PL / BL / LAS / LAP 5) Fixed Income - Bonds 6) Life Insurance 7) Broking - Equity / Commodity / Currency 8) General Insurance


Job Posted By

Amogha .
HR MANAGER

About Organisation

Quotient Consultancy