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Branch Wealth Manager

2.00 to 3.00 Years   Vijayawada   26 Jul, 2023
TALENT HR AND LEARNING
Job LocationVijayawada
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Role: Branch Wealth ManagerIndustry:Experienced Broking professionals/ Banking/Financial Services/Reporting : Cluster Wealth Manager / Regional HeadSkills Required :Relationship Management, Good knowledge of financial/stock broking products/features.Academic background: PG/Graduation in any stream.Work experience: Min 2 - 3 Years of experience in Financial/stock broking industryJob description
    • Ensure 90% of Sub-brokers (SB & IFA) are Active every month
    • Work on Inactive SBs to make them Active
    • Advising Sub-brokers clients on various investment ideas based on thesuitabilitytotheir risk profile, return expectation, asset allocation, liquidity needs etc.
    • Responsible for delivering SIP / Lump sum targets
    • Conduct SB engagement programs every month
    • Manage 90 % of SIP Registered to Triggered ratio
    • Up selling of Third party financial products Life & Non-Life Insurance, Mutual Fund- SIP etc.
    • Deliver outstanding customer service with enthusiasm and a winning smile.
    Desired Skills
    • Should have good communication and convincing skills
    • Should be open to work in target-oriented environment.
    • Outgoing personality, you are confident when interacting with peopleof higherseniority.
    • Willing to take initiative and ability to think outside the box.

Keyskills :
relationship managementwealth management

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