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Consultant at Head Hunters HR
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Wealth Manager - Bank (1-6 yrs)
Position : Wealth Manager
Grade : M1
Location : Mumbai
Job Details :
- Advised clients on a range of investment opportunities for their financial growth. (No Client acquisition because of huge client base)
- Offered specialized services concerned with asset allocation and budget control.
- Served as a wealth manager for a broad base of clients. (Nearly 200 HNI & ultra HNI clients)
- Ensuring end-to-end management of investments of HNI’s and ensuring effective handling of HNI client's query.
- Maintained client database, working closely with team to relationship-manage customers and maximize referrals and sales opportunities
- Profitably selling and marketing the financial products like Mutual Funds, Life Insurance, Gold Coins and Working Capital Finance .
- Participating actively in branch sales planning to generate action plans for meeting targets.
- Generation of Fee Income from IPG , mainly Life Insurance , Mutual Fund, Structure Products and PMS
Job requirement:
- Candidate should be a post graduate from Tier 1 / Tier 2 B-school.
- Should have an experience of 1-5 years in the any of the industry
- Ability to advise and handle relationships of top end clients
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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