Premier Wealth Manager
Designation : Premier Wealth Manager
Reports To: Team Leader- Premier
Job Responsibilities :
- Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target.
- Advise clients on their product requirement to maximize their investments.
- Develop new relations through referencing & other sources.
- Market feedback viz. new product, pricing, and competitor’s activity etc. to the Cluster Manager.
Desired Candidate Profile:
- Candidate should have experience of managing / acquiring wealth & retail customers.
- MBA from Tier 3 institutes with 2+ yrs exp in hardcore Wealth Management or Tier 4 institutes with 4+ yrs of exp in hardcore wealth management sales exp
- Preferred industry – Banking/ Broking / Insurance
kindly Share your updated profile on vandanak@ikyaglobal.com or you can reach me at +91-80-67131247
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