Wealth Manager

KRM Global Placement Consultancy
  • Bangalore, Chennai, Hyderabad
  • 10-11 lakh
  • 2-12 years
  • 23 Apr 2015

  • Sales/ Business Development/ Account Management

  • Financial Services/ Capital Markets
Job Description

"Job description
* To identify potential clients through referral networks.

* To execute monthly sales plan to acquire large prospective clients

* To 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

Clients Networks Financial Building Building Relationships

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