skillindiajobs
Register for Job
Hyderabad Jobs
Banglore Jobs
Chennai Jobs
Delhi Jobs
Ahmedabad Jobs
Mumbai Jobs
Pune Jobs
Vijayawada Jobs
Gurgaon Jobs
Noida Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Wealth Manager/Sales Manager/TL Profile For top Broking company

2.00 to 7.00 Years   Ahmedabad   17 May, 2023
Avani Consulting
Job LocationAhmedabad
EducationNot Mentioned
SalaryRs 3.0 - 7 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Job descriptionRoles and ResponsibilitiesDesignationSales Manager SalesJob Description1. To identify and acquire the customers2. Maintaining the relationship with the customers.3. Retention of customers4. To cross-sell the investment party products5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect.Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run.1. Generate revenues and AUM for the company as per the expectation2. Give high priority service to the customers as per the company processes3. Advise clients on a range of products viz.Equity,Mutual Funds,PMSin stocks and securities broking, derivatives, bonds and all the products promoted by the companyDesignation: Sr. Wealth Manager / Wealth ManagerJOB DESCRIPTION :- Wealth ManagerThe wealth advisor will have to undertake the following responsibilities:
    • Prospect, acquire and retain clients
    • Achieve budgeted targets in terms of number of clients/volume of business & assets.
    • Research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
    • Understand clients needs & requirements and accordingly position products & services
    • Coordinate with product and research team for taking investment decision for the clients
    • Recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client
    • Contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
    • Provide various investment performance reports and summaries to the clients
    • Build and maintain client bases, along with relevant comments/remarks for future reference
    • To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.
    CORE RESPONSIBILITIES:
    • Generate new business to achieve defined sales targets
    • Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
    • Ensure ongoing self-development.
    • Manage the key performance indicators at the highest level.
    • Generate new business to achieve defined sales targets
    • Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
    • Ensure ongoing self-development.
    • Manage the key performance indicators at the highest level.
    • Person should have good communication skills
    • Good experience in Wealth management
    Desired Candidate ProfilePrefrence Only Broking IndustaryPerks and Benefits3:00Lac to 12:00Lac

Keyskills :
relationship managementrelationship marketing

APPLY NOW

Wealth Manager/Sales Manager/TL Profile For top Broking company Related Jobs

© 2020 Skillindia All Rights Reserved