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Wealth Manager-M3/M4

2 - 7 Years

Ahmedabad, Delhi, Mumbai

Not Disclosed by Recruiter

Posted: 59 days ago

Job Description

Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.
Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs Clients
Profiling Customers and provide financial products to meet customer needs
Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs
To Enhance & Retain customer profitability by capturing larger share of Wallet
Ensure profitability of the portfolio: Generate high Income per Customer
Acquire new customers who meet product criteria through cross-referencing

Salary: Not Disclosed by Recruiter
Industry: Banking / Financial Services / Broking
Functional Area: Financial Services, Banking, Investments, Insurance
Role Category: Investment Banking
Role: Wealth Manager
Employment Type: Full Time, Permanent

Company Profile

Array Management Consultants
Array Management Consultants, established in 2009, is a powerful recruitment & executive search company. Array specializes in understanding the needs of both clients and candidates. We are connected to our companies Pan India providing the best quality services at every step of their organization.
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Contact Details

Recruiter Name:Mr. Kuldeep Singh

Contact Company:Array Management Consultants

Telephone:9799970838

Email :kuldeep@arrayjobs.com

Reference Id:SRM-Wealth

Website:http://jobs.arraymanagement.com