Urgently Hiring Wealth Manager For Leading AMC - Delhi

3.00 to 8.00 Years Delhi 31 Jan, 2023

OPTIMUM FUTURE Hiring For Leading Mutual Funds Company

Job Location	Delhi
Education	Not Mentioned
Salary	Rs 6 - 9 Lakh/Yr
Industry	Banking / Financial Services
Functional Area	Sales / BD
EmploymentType	Full-time

Job Description

Urgently Hiring Wealth Manager For Leading AMC - DelhiDesignation: Wealth Manager - RMLocation: DelhiCtc - 7 Lacs to 10 LacsExperience Required: 4-10 Years of experience in Banking, Securities, Mutual Funds Distribution House,, AMC, Burgundy RM, Affluent RM, Wealth Manager,Candidate must be NISM certified,Job description1. To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele2. Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls3. Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling4. Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships5. Profiling customers and provide financial products to meet customer needs6. Ensuring the highest levels of service to the client /HNI customers7. Providing Investment planning and advice8. Achieving sales and revenue targets spread across product mix9. One point contact for the assigned customerShare your resume tosanjit@optimumfuture.in/sanjit.optimum@gmail.comCall # hidden_mobile

Keyskills :
wealth managementdematwealth advisoryrelationship managementmutual fundsinvestment bankingequitysecuritiesportfolio management

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Urgently Hiring Wealth Manager For Leading AMC - Delhi

Job Description

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