Wealth Relationship Manager

Quotient Consultancy
  • Mumbai
  • Confidential
  • 2-7 years
  • Views
  • 01 Feb 2018

  • Finance/ Accounts

  • Consumer Durables/ Semi Durables
Job Description

Wealth Relationship Manager - Securities Firm (2-7 yrs) Eligibility Criteria : Candidates must be from sales / acquisition from any broking / securities / AMCs. Banking candidates from wealth background can apply too. Roles & 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 20L per month High levels of customer service orientation and application of Company policy


Job Posted By

Amogha .
HR MANAGER

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Quotient Consultancy