Sr. Manager - Wealth

HEADHUNTERS HR Pvt. Ltd.
  • Delhi
  • 10-11 lakh
  • 2-7 years
  • 84 Views
  • 12 Mar 2015
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  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Advised clients on a range of investment opportunities for their financial
growth.

Offered specialized services concerned with asset allocation and budget control.

Served as a wealth manager for a broad base of clients.

Ensuring end-to-end management of investments of HNIs and ensuring effective handling of HNI client's query.

Maintained client database, working closely with team to relationship-manage customers and maximize referrals and sales opportunities

Profitably selling and marketing the financial products like Mutual Funds, Life Insurance , Gold Coins etc .

Participating actively in branch sales planning to generate action plans for meeting targets.

Generation of Fee Income from IPG , mainly Life Insurance , Mutual Fund, Structure Products and PMS


Competencies/Skill sets for this job

Insurance Life Insurance Financial Investment Allocation Hnis

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About Organisation

HEADHUNTERS HR Pvt. Ltd.