Senior Wealth Manager / Wealth Manager

from 4 to 9 year(s) of Experience
Mumbai, Pune, Indore

Job Description

Job Description:
  1. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
  2. Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs Clients
  3. Profiling Customers and provide financial products to meet customer needs
  4. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs
  5. 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.
  6. To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer
  7. Acquire new customers who meet product criteria through cross-referencing

Required Candidate profile

Education Qualification: Any gradudate/ Post Graduate
Location: Indore/ Mumbai/ Pune
Product: Mutual Fund/ Investment Products
CTC : Best in Industry  

Key Skills

Desired Candidate Profile

Please refer to the Job description above

Company Profile

Array Management Consultants

Array Management Conultants
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Contact Company:Array Management Consultants,


Not Disclosed by Recruiter

Role Category:

Institutional Sales


Sales/Business Development Manager

Employment Type:

Full Time, Permanent