Upgrade to Pro Member
Founder & MD at ANP HR Consultancy
Views:369 Applications:73 Rec. Actions:Recruiter Actions:17
Wealth Manager - Financial Services (4-10 yrs)
Roles and Responsibilities :
1. Acquisition of clients for selling financial products such as Mutual Funds, Fixed Income Products
2. Generate leads from his own past experience and from his network
3. Would have to go on sales calls generated by the firm
4. Would have to do cold calling to generate leads for mutual funds and insurance
5. Would have to come up with ideas how he/ she can generate more leads
6. Managing Client Relations
7. Handling Clients queries
8. Cross Selling of Financial Products to existing Clients
Desired Candidate Profile :
1. 4 Years or more Experience in Mutual Fund and Financial Service Industry
2. Has in-depth knowledge about Indian Debt & Equity Market
3. Has Knowledge about mutual funds and client onboarding
4. Graduate with Masters or MBA in Finance.
5. Has past experience in business development and sourcing for new clients. 6. Good convincing Power & Good Communications skills both verbal and written
7. A Positive and go-getter attitude & strong team culture
8. Entrepreneurial drive, passion and enthusiasm.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
2-Step Verification - Action Required
We've updated our security procedures!
Your privacy and security are important to us. We've recently updated our security measures to make iimjobs.com safer and more secure for you. This change requires you to reset your password.
Please reset your password using the link sent to your email. If you did not receive any email, please check your spam folder..
