jobseeker Logo
Now Apply on the Go!
Download iimjobs Jobseeker App and get a seamless experience for your job-hunting
24/09 Nidhi Singh
Business Head at Voice HR Solutions

Views:434 Applications:81 Rec. Actions:Recruiter Actions:25

Wealth Manager - NBFC (3-10 yrs)

Delhi NCR/Mumbai/Chandigarh/Lucknow/Ludhiana Job Code: 1159969

- Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

- Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.

- Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.

- Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients

- Profiling Customers and provide financial products to meet customer needs

- Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs

- To Enhance Retain customer profitability by capturing larger share of Wallet

- Ensure profitability of the portfolio: Generate high Income per Customer

- Acquire new customers who meet product criteria through cross-refer

- MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

Women-friendly workplace:

Maternity and Paternity Benefits

Add a note
  • Apply
  • Assess Yourself
  • Save
  • Insights (Read more)
  • Follow-up
    (Read more)
Something suspicious? Report this job posting.