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Wealth Manager - Banking (1-9 yrs)
Wealth Manager
Location: Delhi/Jaipur/Ludhiana
Experience: 1 to 9 Years
Must-Have:
- Looking for candidates selling Insurance / Mutual Funds / Bancassurance
- Experienced Candidates from the BFSI Industry holding a minimum of 1 year of experience and above in selling Mutual and Insurance
Role Wise: Financial Planning, Acquisition, Portfolio Management, Risk Profiling, Backend Operations
JD :
- Individuals should NOT have an agency code or ARN People from banking, loan, and other products not relevant
- CASA(current account, saving account) products not relevant - Details written on the CV should match the documents
- Banca channel can be relevant if they have dealt with core products i.e. Mutual Funds & Life Insurance
- Average book size of the business. Knowledge of Mutual Funds or Life Insurance products
- Check for revenue bifurcation between Mutual Funds considered)
- How much lumpsum volume he/she is selling and Life Insurance(Direct Equity /Stock not
- How much volume large cap/mid-cap/small cap/ELSS (equity linked saving scheme)
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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