Wealth Manager - Broking

Client :- Leading broking house

Compensation :- Upto 7LPA

Job Profile :-

- Achieve target on High Value Relationship acquisition

- Identify opportunities to acquire high value client base focusing on 3-in-1 accounts.

- Identify business opportunities with respect to either asset classes or investment products, or tactical / strategic investment opportunities.

- Achieve target on High Value Relationship Mining

- Proactively manage the client base to increase penetration of wealth management products, increase share of wallet and improve profitability of the customer base.

- Support in channelizing sales efforts through data mining to achieve strategic / tactical objectives.

- By regularly reviewing customer’s (portfolio) and providing accurate and timely information to them. Reviewing and updating customer profiles for possible need-gaps

- Closely work with the Regional heads on customer requirement and relationship management.

Candidates only from wealth management background should apply for this job. Also please mentioned your current CTC while sending the email.

Interested candidates can email me their resumes on apurva@mainstream.in