Premier Wealth Manager

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