Hiring Wealth Manager For Leading Mutual Funds Co(AMC) - Jamshedpur and Dhanbad
Optimum Future
Date: 2 weeks ago
City: Dhanbad, Jharkhand
Contract type: Full time
Urgently Hiring Wealth Manager For Leading Mutual Funds Company(AMC) - Jamshedpur Dhanbad
Designation: Wealth Manager
Location: Jamshedpur Dhanbad
Ctc - 6 Lacs to 8 Lacs
Experience Required: 3-12 Years of experience in Banking, Securities, Mutual Funds Distribution House,, AMC, Burgundy RM, Affluent RM,Wealth Manager,
Candidate must be NISM 5A certified,
Job Description
This job is provided by Shine.com
Designation: Wealth Manager
Location: Jamshedpur Dhanbad
Ctc - 6 Lacs to 8 Lacs
Experience Required: 3-12 Years of experience in Banking, Securities, Mutual Funds Distribution House,, AMC, Burgundy RM, Affluent RM,Wealth Manager,
Candidate must be NISM 5A certified,
Job Description
- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele
- Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls
- Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
- Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships
- Profiling customers and provide financial products to meet customer needs
- Ensuring the highest levels of service to the client /HNI customers
- Providing Investment planning and advice
- Achieving sales and revenue targets spread across product mix
- One point contact for the assigned customer
This job is provided by Shine.com
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