Job Description
Designation- Manager/ Sr Manager- Wealth Management
Job Profile:
Develop and provide solutions to the client’s basis their requirements
Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles
Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM
Initiate portfolio review of the existing investors in a timely manner
Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends
Share regular updates with the investors with regards to the schemes, research papers, etc.
Conduct regular marketing activities in coordination with the regional marketing team and product team
Must Haves:
Excellent socializing and relation building skills.
Excellent communication and listening skills, with the ability to explain complex information clearly and simply.
Should be a confident individual and must conduct ...
Job Profile:
Develop and provide solutions to the client’s basis their requirements
Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles
Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM
Initiate portfolio review of the existing investors in a timely manner
Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends
Share regular updates with the investors with regards to the schemes, research papers, etc.
Conduct regular marketing activities in coordination with the regional marketing team and product team
Must Haves:
Excellent socializing and relation building skills.
Excellent communication and listening skills, with the ability to explain complex information clearly and simply.
Should be a confident individual and must conduct ...