Wealth Manager

HEADHUNTERS HR Pvt. Ltd.
  • Bangalore, Mumbai, Pune
  • 10-11 lakh
  • 1-2 years
  • 149 Views
  • 07 Jul 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 HNI's 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 and

- Working Capital Finance .

- 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 PM.


Competencies/Skill sets for this job

Financial Mutual Funds Hni Insurance Life Insurance

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About Organisation

HEADHUNTERS HR Pvt. Ltd.