Manager/Senior Manager - Wealth Management (6-10 yrs)
Designation: Manager/Senior Manager Preferred Client Group
Job Role :
- Up-selling various financial investment products to HNI clients.
- Creating more pool of HNI category of clients through reference of existing HNI clients
- Getting new HNI clients in the system through Seminars & Events.
- Creating up-sell opportunity for existing HNI clients.
- Generating minimum 1x of his own salary.
- Lesioning between HO and region for creating more up-sell opportunities.
Criteria for Recruitment :
Qualification : PG/MBA or Graduate from good college.
Experience : Minimum 6-10yrs in handling HNI relationship, Sales & Financial Planning of HNI
- Clients from BFSI or any other sector with good business / market knowledge. Having experience of handling HNI Client acquisitions and Relationship Management & service.
Personality : Smart, Good Pleasing Personality, Good communication.
Target companies : Banks, Wealth Management.
Interview Process : HR + Head Distribution + Regional Business Head.
CTC Range : Rs.10 to 15 LPA
For Internal recruitment search : Look for candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs in previous employer)
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