Associate Manager - HR & Admin at CUF Corporate
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Crescore Capital - AVP - Wealth Management (5-10 yrs)
We are hiring for the profile of AVP - Wealth Management (Sales) through for one of ours prestigious group company - Crescore Wealth Management Services Pvt Ltd based in New Delhi Rajendra Place.
Company Profile :
Crescore Wealth Management Services Pvt. Ltd.
http://www.crescorecapital.com
The Crescore Capital comprising the holding company Crescore Wealth Management Services (P) ltd and its subsidiaries, straddles the entire financial services space with offerings ranging from Equity, Mutual Funds, Insurance, PMS & Fixed Deposits.
Job Description:-
- Penetration of Wealth Management or other investment product on client's portfolio.
- Acquisition of HNI, Ultra HNI clients and Retail Clients: Preparing & execution of Financial plan.
- Advising the client for making the Investment into financial Products like equity, portfolio management system, insurance, mutual fund, fixed deposit, real estate, bond etc. for a proper financial plan.
- Develop and maintain long term relationship with the new as well as existing customers.
- Responsible for Overall Performance of complete Sales Team & Operations Team.
- Managing Portfolio of NRI's Clients based out in Thailand.
- Being a part of Management- Handling other operations & taking important decisions of the company.
- Provide good quality customer service.
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