Wealth Manager

Wealth Manager

Things you will do upon joining -

1) Manage wealth & retail clients and ensure service satisfaction through regular visits

2) Achieve revenue target by advising the right mix of investments

3) Prioritize client's success by striving to maximize the returns on their investments.

4) Leverage relationship with existing customers to acquire new clients through referencing

5) Track competitor activity and report market intelligence to the Cluster Manager.

You should be -

1) From the bank / brokerage / insurance distributor / private wealth management co.

2) Have hands-on experience of managing / acquiring retail banking and/or insurance+ investment customers

3) MBA from 2006/7/8/9/10 batch with a minimum of 2 years experience in a similar role

Salary - 50K per month (Gross fixed) ... Non negotiable

Age - 25 - 30 years

Who should not apply

1) If you have no exposure to banking/insurance/investment/brokerage sales

2) If you are not currently in Pune

3) If you current salary is less than 20K

4) If you are currently pursuing any full-time educational course

Kindly Contact:- jobsavvy@live.com