Acquisition Wealth Manager (Associate/SR. Associate)

  • icon job experience 3 - 9 Years
  • icon job opening 15 Openings
  • icon salary 10.0-20.0 Lac/Yr
  • icon job location Kolkata
  • Face-to-Face interview Face-to-Face interview
Key Skills

Cross Selling Aquisition Mutual Fund Sale Third Party Product

Job Description

Manage customers issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.

Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades.

Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements.

Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries.

Work hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives of the team are met and there is team harmony and unity.

Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team.

Ensure compliance with operations risk and rigour requirements . Health & Safety standards, security of premises, KYC and anti-money laundering measures.

Establish Bank as a wealth management provider in India. Undertake frequent competitor analysis so that product suite is in line with (or ahead of) competing banks.

These updates to be shared with seniors at regular intervals. Also suggest local promotional activities which will help reinforce the brand.

Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries.
  • Experience

    3 - 9 Years

  • No. of Openings

    15

  • Education

    M.B.A/PGDM

  • Role

    Acquisition Wealth Manager

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About Waytogo Consultants Pvt Ltd

WAYTOGO Consultants Pvt Ltd is an organization providing Recruitment solutions and a wide suite of specialist services to our clients- from executive search, selection and specialist staffing to training, consulting and outsourcing in Banking, Insurance, other financial Services, Telecom and Manufacturing domains. WAYTOGO Consultants Pvt Ltd has been set up and managed by professionals having more than 30 years of Industry experience in Banking & Financial Services Industry.
Read More...
Similar Jobs
Apply Now

Register to Get Relevant Jobs

Get Noticed By Top Recruiters

Become a Premium Job Seeker

  • Higher Boosting
  • Resume Highlighter
  • Verified Stamp
  • Resume Exposure

499/- for 3 months

Pay Now

Similar Jobs

Wealth Manager (Female Candidates Preferred)

Eureka stock & brokerage

  • Location Salt Lake Kolkata
  • Experience 2 - 4 yrs
  • Salary 4.5 Lac/Yr
MarketingCommunicationSales

Urgent Requirement For Relationship Manager Wealth Management

Seven Sages Consultancy and HR Services

  • Location Kolkata
  • Experience 1 - 2 yrs
  • Salary 2.5 Lac/Yr
Mutual Funds Sales

Looking For Wealth Manager

Eureka stock & brokerage

  • Location Kolkata
  • Experience 2 - 5 yrs
  • Salary 4.0 Lac/Yr
Sales CoordinatorMicrosoft OfficeMicrosoft Excel

Urgent Opening For Wealth Manager

Ace Skills Edutech

  • Experience 2 - 5 yrs
Wealth ManagerPortfolio ManagerInvestment AdvisorHNI Client HandlingHNI Acquisition

Urgent Opening For Wealth Relationship Manager

Job Station

  • Experience 3 - 9 yrs
  • Salary 15.0 Lac/Yr
Portfolio ManagementClient AcquisitionHNI AcquisitionSalesWealth Relationship

Key Relationship Manager

Bajaj Allianz Life Insurance Co. Ltd

  • Location Kolkata
  • Experience 2 - 8 yrs
  • Salary 7.0 Lac/Yr
Direct MarketingBranch Sales ManagerRelationship Manager Wealth ManagementDirect Sales ExecutiveKey Relationship Manager

Branch Relationship Manager

GIPS Consultancy Services

  • Experience 2 - 5 yrs
  • Salary 9.0 Lac/Yr
Corporate BankingMarketingPortfolio ManagerCurrent AccountSaving AccountCASAWealth ManagerBranch BankingLife InsuranceGeneral InsuranceMutual FundsRetail Banking

Relationship Manager Wealth Management

AUM Capital Market

  • Experience 3 - 6 yrs
  • Salary 7.5 Lac/Yr
MarketingHNI SalesWealth Management

Relationship Manager

LKP SECURITIES LTD.

  • Experience 4 - 6 yrs
  • Salary 4.8 Lac/Yr
SalesWealth ManagementPortfolio ManagementFinancial AdvisoryInvestment AdvisoryWork From Home

Wealth Manager

Bajaj Capital

  • Experience 2 - 8 yrs
  • Salary 10.0 Lac/Yr
Wealth Management

Wealth Manager

Bajaj Capital

  • Experience 2 - 8 yrs
  • Salary 8.0 Lac/Yr
Wealth ManagementPortfolio ManagementFinancial AdvisoryInvestment AdvisoryRelationship ManagementMutual FundsHNI Sales

Relationship Manager

Bajaj Capital

  • Experience 1 - 7 yrs
  • Salary 6.0 Lac/Yr
Wealth ManagementPortfolio ManagementFinancial AdvisoryInvestment AdvisoryClient Relationship Management

FINANCIAL ADVISOR

ANAND RATHI SHARE & STOCK BROKER LTD

  • Location Park Street Kolkata
  • Experience 3 - 8 yrs
  • Salary 15.0 Lac/Yr
Financial PlanningMarketingWealth ManagementInvestment Advisory

Financial Advisor

Kotak Mahindra

  • Location Ultadanga Kolkata
  • Experience 0 - 6 yrs
  • Salary 3.8 Lac/Yr
Financial PlanningMarketingWealth ManagementInvestment Advisory

Financial Advisor

Kotak Mahindra

  • Experience 2 - 3 yrs
  • Salary 3.8 Lac/Yr
Financial PlanningMarketingWealth ManagementInvestment Advisory

Related Job Openings

We use cookies to improve your experience. By continuing to browse the site, you agree to our Privacy Policy Terms & Conditions [Seeker]

Got it