Team Leader- Wealth Manager( CEC channel) , AMC Company We are seeking profiles for Team Leader Relationship Managers / Wealth Managers for leading AMC Location Ahmedabad CTC - upto 20 LPA This is a leadership position where you will have to lead / manage team of RM's/ Wealth Managers Experience: - Minimum 5 Yrs of Wealth Management Sales experience, - NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Skills required: - Relationship Management - Influencing Skills - Technical - Product Knowledge - Presentation skills - Interpersonal skills - Effective Communication - Result oriented with proper adherence to compliance Key Accountabilities: - To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele - Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls - Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling - Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships - Profiling customers and provide financial products to meet customer needs - Ensuring the highest levels of service to the client /HNI customers - Providing Investment planning and advice - Achieving sales and revenue targets spread across product mix - One point contact for the assigned customer Share CV or call at 8591133613

Ahmedabad

Gujarat

Team Leader - Wealth Manager - CEC Channel - AMC Firm 

Job Description for Team Leader - Wealth Manager - CEC Channel - AMC Firm  in Unicusjobs in  Ahmedabad Gujarat for (5-15) years of experience. Apply Now!