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Wealth Specialist

6.00 to 10.00 Years   Mumbai City   08 Apr, 2024
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 12 - 24 Lakh/Yr
IndustryBanking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Wealth SpecialistSalary - 17L to 25LLocation - MumbaiExp - 6Job Description
    • Responsible for growing portfolio and establishing a good relationship with customers and branch/hub; achieving target revenue for Burgundy Rm.
    • Discuss the customer profiles with Burgundy Rm and analysis of existing insurance and investment holdings, needs analysis, and customer risk profile and suggest allocation accordingly.
    • Make self-available for Joint Calls with Burgundy Rm to enhance call effectiveness and provide learning opportunities to demonstrate intellectual engagement with customers to encash the business opportunities
    • Responsible for growing a portfolio and establishing a good relationship with customers and branch/hub; achieving target revenue for Burgundy Rm.
    • Discuss the customer profiles with Burgundy Rm and analysis of existing insurance and investment holdings, needs analysis, and customer risk profile and suggest allocation accordingly.
    • Make self-available for Joint Calls with Burgundy Rm to enhance call effectiveness and provide learning opportunities to demonstrate intellectual engagement with customers to encash the business opportunities

Keyskills :
wealth managementinvestment advisoryfinancial advisoryrelationship managementportfolio management

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