Wealth Manager - Banking

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)