Wealth Manager
- Advised clients on a range of investment opportunities for their financial growth.
- Offered specialized services concerned with asset allocation and budget control.
- Served as a wealth manager for a broad base of 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 PM.
Salary offered: 11 - 12 LPA
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