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15/04 Sanjeevani Dupare
Senior Manager Talent Acquisition at Voice HR Solutions

Views:50 Applications:8 Rec. Actions:Recruiter Actions:2

Manager/Senior Manager - Wealth - NBFC (4-10 yrs)

Mumbai Job Code: 1080059

Looking for Wealth Manager & Sr. Wealth Manager in Mumbai with leading NBFC.

CTC - upto 17 Lacs

Location - Mumbai

Experience - Minimum 4 Yrs in Wealth

Major Deliverables:

- Client Account Management

- Acquire new HNI customers through converting referral leads that flow from Synergy, Telesales and BIU initiatives.

- Acquire (NCA)New to Company Wealth HNI clients through asset and liability products.

- Review HNI customer needs and asset allocation, pro-actively engage with the customer to identify and understand their needs.

- Advise HNI customers to enrich existing relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.

- Review product penetration for the assigned client base, identify potential HNI customers who can be sold tailored products to enhance product penetration

- Ensure coverage of all relationships through customer engagements, risk profiling.

- Financial planning for HNI clients via Investment and protection solutions

- Organize HNI customer events to enhance customer bonding/acquisition.

- To achieve sales target in terms of income generated across third party products Like Corporate FD's/Secondary Bonds/PMS/AIF/Private Equity/Structured Products/Unlisted Equity/Life Insurance/General Insurance

- To Build MF AUM

- To execute cross sell efforts in line with Company lending strategy

- Keep self-updated on financial markets and other Third Party products.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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