Wealth Management

KRM Global Placement Consultancy
  • Hyderabad, Mumbai
  • 10-15 lakh
  • 7-12 years
  • Views
  • 27 Sep 2016

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

- To identify potential clients through referral networks and manage portfolio.

- To execute monthly sales plan to acquire large prospective clients and 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

Financial Planning Clients Wealth Management Revenues Portfolio

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