Wealth Manager

Wellcon Global Private Limited

Job Title/Designation:

Manager - PCG Elite Sales in a leading Banking Broking Co.

Employment Type:

Full Time, Permanent

Job Description:

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

• Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High-net-worth clients.

• Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client’s profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.

• Will be responsible for primarily selling Equity based investment products.

• Cross-Sell of Third-party products like Mutual Funds, Assets (from Bank), Bonds, PMS & Structured products.

• Responsible for achieving targets as assigned by the organization on a monthly basis.

• Understands clients risk profile and maximizes the ‘risk vs. reward’ balance for individual clients by optimizing product mix.

• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

• Provide regular updates to the immediate superior as and when required.

Candidate Profile:

SKILLS & KNOWLEDGE

• Graduate with 5 – 10 years / Postgraduate from a premier institute with 2 – 5 yrs. exp in direct selling

• Should have good communication & presentation skills.

• May have good existing client relationships in the market.

• Should be a self-starter, proactive & target oriented.

• Should possess strong networking & relationship building skills

CTC - To

• Experience

  5 - 10 Years

• No. of Openings

  2

• Education

  M.B.A/PGDM, Post Graduate Diploma

• Role

  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 Home