Senior Wealth Manager Partnership & Alliance (Lender) On Field,Mumbai

OHMY Technologies Pvt Ltd

Graduate / Postgraduate 5-10 years of Sales experience in managing partners / distributors / franchisee network of financial products from financial services industry (. Mutual Funds.

Manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI ).

Lead or Team Handler with Team Management skills.

Candidates having AUM (Asset under Management) and connect with Mutual Fund Distributors / Wealth Management companies / IFA / IRA is must.

To prospect, acquire and drive business through partners.

Responsible for identifying customer needs, assessing their risk appetite and providing them investment options on the lending side.

To achieve budgeted targets in terms of amount of clients/volume of business & assets.

To research, investigate and update themselves on available investment opportunities / financial market trend.

To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.

To provide various investment performance reports and summaries to the clients.

To conduct and assist in organizing seminars, workshops and other business development activities.

To prepare the MIS reports in the specified formats.

• Experience

  1 - 2 Years

• No. of Openings

  4

• Education

  B.Com, Advanced/Higher 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 Office