Wealth Manager

Quotient Consultancy
  • Bangalore, Chennai, Delhi, Hyderabad, Mumbai, Pune, delhi
  • Confidential
  • 4-7 years
  • Views
  • 02 Feb 2018

  • Finance/ Accounts

  • Banking - Retail
Job Description

Reporting to REGIONAL PRODUCT MANAGER Specific responsibilities - HNI Client handling - 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, Life Insurance, and other Wealth Products etc. - Generating a minimum of 3X revenue per month - Acquiring 2 new clients per month - Generating an AUM of 50L per month - High levels of customer service orientation and application of Company Policy.


Job Posted By

Amogha .
HR MANAGER

About Organisation

Quotient Consultancy