Specialized knowledge on: Equities, Mutual Funds, Real Estate market, Private Equity, Structured products, Venture Capital Funds, Insurance Products  Individual role:  Key Responsibilities  - Responsible for catering to the investment needs of clients by providing them research based advice.  - Manage clients through client visits, suggest financial products to the clients and achieve revenue target.  - Responsible for product penetration and increasing clients wallet share.  - Ensure superior client experience.  - Generating business from the existing accounts, identifying prospective clients & acquiring new clients  Team Handling role:  Financial Objectives:-   - Estimating, Forecasting and tracking of sales & revenue numbers  - Develop and manage relationships with Emerging Affluent clients - provide investment products and services in line with their financial needs & objectives  - Meet the Revenue targets for self and assigned team  - Proposing Asset allocation/Portfolio maintenance/Review of portfolio  Team Management:-  - Manage a team of Premier Wealth Managers who interact with clients  - Manage the distribution of leads/resources to the team to ensure optimum manpower utilization & plan sales activity  - Have sales hurdle with the team & make sure a continuous interaction is carried among the team members & solve all related problems of the Premier Wealth Managers  - Ensure regrettable attrition is under control  - Coach & train Premier Wealth Managers on all products.  Job Specification:-  Educational Qualification & Experience:-   MBA (Mandatory), Certified Financial Planner (Non Mandatory) with 6-10 years experience.   Sweta.K 022 4933 1634

Delhi NCR

Premier Wealth Manager - Sales - BFSI 

Premier Wealth Manager - Sales - BFSI  ,Job Description for Premier Wealth Manager - Sales - BFSI  in TeamLease Services in  Delhi NCR for (6-10) years of experience. Apply Now!

Job Description for Premier Wealth Manager - Sales - BFSI  in TeamLease Services in  Delhi NCR for (6-10) years of experience. Apply Now!